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Pay Yourself Not the Bank
Friday, November 6, 2020
"The size of a home is a better predictor of the size of one's mortgage than the size of one's net worth." -Dr. Stanley
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2020 Midyear Outlook
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...
Read MoreThe Road to Recovery
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...
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A Test of Our Resolve
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...
Read MoreCOVID-19 Affects on the Economy
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...
Read MoreOil War and COVID-19
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...
Read MoreFighting and Planning
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...
Read MoreAvoid Buyer's Remorse with 5 Car Buying Tips
Wednesday, July 25, 2018Whether 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...
Read MoreSector Rotation Strategies
Tuesday, July 24, 2018As 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...
Read MoreA Case Against the Modern Portfolio Theory - 3 Reasons Why It Will Fail You
Tuesday, May 15, 2018Modern 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....
Read More4 Reasons Why the 4% Rule Doesn't Work
Tuesday, May 15, 2018You 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...
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