From Our President, Hot Topics, How to Invest

Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?

For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m...

From Our President, Hot Topics

Positive Side of Covid-19: 5 Positives to Covid

During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked...

From Our President, Hot Topics

Unprecedented Times: This is Unprecedented!

These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the...

From Our President, Hot Topics, Retirement Planning

Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...

From Our President, Hot Topics

Coronavirus: The Latest Market Scare

The irony is that just last week I put out a blog on what war does to the markets. When...

From Our President, Hot Topics

How War Affects Stock Markets

Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going...

From Our President, Hot Topics

Some Big Changes Coming! Key Points to The SECURE ACT

While you were celebrating the turn of a new year, there have been some very quiet changes brewing on Capitol...

From Our President, Hot Topics

Top 10 Blogs of the Year! {Which was your Favorite?}

It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read...

From Our President, Hot Topics

10 End of Year Planning Tips

I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new...

From Our President, Hot Topics, Refinance, Retirement Planning

Is it Time to Refinance?

In the past couple of months, mortgage rates have been declining yet again. Today, you can find 30 year mortgages...

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