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Just When We Thought It Would Get Easier

Roller-Coaster Week in Washington

Debates over government debt, taxes, and infrastructure have captured the attention of the nation this week. All eyes are on Washington and Wall Street as these events play out, with potentially far-reaching consequences that seem to...

A Wall of Worry

Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry...

Oil Prices Hit Six-Year High

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1 This...

Baseball’s 300 Million Dollar Players

The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8...

How Will GME Story Play Out?

We seem to have entered a somewhat new era for the stock market early in 2021. You may even call it the “Age of the Amateur.” The question is not whether you agree or disagree with what the retail investors are doing with...

The Volatile Market Effect on Retirees

There is no mistaking that since election night in 2016 that the stock market has had a tremendous increase. At the record high, the Dow Jones Industrial Average was up over 60% since the night that surprised so many. As many know, we...

The Scare with Long Term Care

Quite possibly, the saddest thing about COVID-19 has been the impact it has had on Nursing Home residents and their families. According to the New York Times, about 41% of all COVID-19 deaths came from those living in Nursing Homes at...

"What the heck is a Financial Planner?"

That was the question I had when I was first asked if I wanted to speak to a financial planner. I was within a couple weeks from deploying to Iraq, and my 2nd child was a little over a month old. Being the worrier that I am, I went to

The COVID-19 Bear Market - A "GQ" Moment

Onboard a Naval ship, during a crisis or pending catastrophe, the ship sounds the “General Quarters” (abbreviated “GQ”) alarm. All hands go to their proper battle stations on the ship, to prepare for or prevent...

My First Bear - Not a Teddy

At some point in my career, it was bound to happen. Perhaps I was even on borrowed time. However, as a financial professional, since I started in the business in 2011, I am now going through my first BEAR MARKET! I always wondered what...

The Race to be Right

This week, as has been the last year and a half plus, the stock market was very volatile. Why? From trade talks to the Fed rates to the global economy, it all comes back to speculation. From that speculation comes the theories from all...

Start Today - Don't Delay

When it comes to financial planning and investing, sometimes the most important, and hardest decision, is to just get started.  I have had the pleasure to help many of my clients develop a financial plan and begin investing. ...

A Bucket Plan to Go With Your Bucket List

The baby boomers have re-defined everything they've touched, from music to marriage to parenting and, more lately, to what "old" means—60 is the new 50! Longer, healthier living, however, can put greater stress on the...