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Wednesday, July 15, 2020

Click Here for Full 2020 Outlook We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. We’ve faced health, social, and...

 

Tuesday, March 24, 2020

We know that these can be frightening times, but we want to assure you that the one thing you don’t need to worry about is us supporting you through them. No one knows what the next days, weeks, or even months might bring, but we...

 

Tuesday, March 24, 2020

The world continues its battle to contain the COVID-19 pandemic, which now has likely impacted, either directly or indirectly, nearly every person on Earth. This is far more than just a health crisis—this is a human crisis. Its...

 

Friday, March 20, 2020

Our everyday lives have changed dramatically over the last few weeks as we work together to minimize the impact of the COVID-19 pandemic. We know these efforts are necessary, but they also have come at a cost. Global economic growth...

 

Wednesday, March 11, 2020

The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of...

 

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Monday, May 6, 2019

“Everyone has a plan until they get punched in the mouth.” – Mike Tyson Love him or hate him, Mike Tyson was a force to be reckoned with in his prime. For me, he always played the villain. Here is the entirety of the...

 

Wednesday, July 25, 2018

Whether new or used - buying a car may be one of the largest purchases you will make in your lifetime. It is important choose a vehicle that matches your lifestyle as well as your budget. Web-based dealerships and third-party sites...

 

Tuesday, July 24, 2018

As an independent financial advisor, I believe in building portfolios based on evidence, not emotion, and on current information rather than historic. While many investors remain stuck in the past, I seek out what lies ahead in the...

 

Tuesday, May 15, 2018

Modern Portfolio Theory. A 66-year-old investment strategy that contradicts itself in both name and execution. Harry Markowitz, a Nobel Prize-winning economist, introduced the Modern Portfolio Theory (MPT) all the way back in 1952....

 

Tuesday, May 15, 2018

You work hard your entire life to build a nest egg that will eventually fund your retirement. Establishing, growing and securing your wealth hasn’t been easy - and it hasn’t been without sacrifice. But as you look toward...