Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, May 28, 2020

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...

 

Thursday, March 26, 2020

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...

 

Friday, August 16, 2019

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...

 

Tuesday, March 12, 2019

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. ...

 

Wednesday, April 11, 2018

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...