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 […]
A Life Story It was the best of times, it was the worst of times Once upon a midnight dreary Call me Ishmael. […]
Weekly planning for life’s little disasters Last week my Monday morning did NOT start off right. There I was, happily driving to work with my favorite […]
Recent college admissions scandals bring skills gap into focus Recent headlines about parents who allegedly bought their kids’ way into college has been the topic of many conversations. It […]
The meaning of “dreaming small” In March, I addressed preparing for retirement, but not from a financial stand point. Rather, I wrote about addressing what […]
Purpose and meaning in retirement So, you’re in your 50’s, 60’s, or older. What do you wanna do when you grow up? (Or, how will […]
Adulting and the wisdom of (middle) age I have now officially been an adult longer than a child, having turned 36 last month. By my calculations I […]
A PSA on PSA As a Certified Wealth Strategist (CWS®) I continuously deal with numbers. In this month’s blog, I’m going to talk about […]
Navigating Marriage and Finances My wife and I will celebrate 11 years of marriage this month. Let us all congratulate her on being patient […]
Adopting pets: an investment for the soul 25 years ago, I was just born. No, seriously! I was young and single at the time and living in […]
Being “too busy” can be a bad thing WARNING: This applies to everyone, not just millennials! On our most recent weekend getaway, my daughter — the one you […]
Partnership Matters in Life, Finance, and Our Communities How do you define partnership? Partnering is a process in which parties agree to cooperate to achieve a common goal […]
