Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
Planning for post-retirement Have you ever noticed how anti-climactic birthdays can be? The slow build-up all year long, only to eventually turn the […]
Socially responsible and green investing: a primer Restaurant menus are the worst nowadays — the calories are posted right there in your face! The salad can have […]
ESG: Environmental, Social and Governance Investing It’s a good idea to be conscious of the environment and value social responsibility. Your portfolio can be invested in […]
How Technology has Changed the Markets As a Financial Advisor, I can’t usually make any promises. But there is one thing about this industry that remains […]
It’s not all about timing the market My son has picked up a new 4-year-old thing where he tells a joke that makes absolutely no sense and […]
Stocks, bonds, and flight-to-quality If you’re an investor or researching your first steps into investing, you’ve likely noticed the stock market (specifically the S&P […]
What it really means to be a financial team I have spent the last 8 years or more attending soccer events with my daughter. As many of you know, […]
Municipal bonds: Are they right for you? If you’ve been investing money for any length of time, you might be familiar with municipal bonds. You may also […]