Love & Investments

Feb 14, 2020 | Blog

Love & Investments The month of February arrives, and thoughts of relationships, passion, and love are inevitable. My wife and daughter are the loves of my life, and as I think about other passions outside of my family, there are none greater than my career –...

Tackling Your Finances Before Super Bowl Sunday

Jan 31, 2020 | Blog, Uncategorized

Tackling Your Finances Before Super Bowl Sunday NFL Super Bowl Sunday, one of the largest annual sporting events in America, allows fans to purchase tickets to the game for the bargain price of thousands of dollars! Many will make the investment and travel to attend...

Q4 Quarterly Client Update

Jan 10, 2020 | Blog

Headwinds Subside, Markets Reach New Highs As 2019 came to an end with the major stock indices at or near their all-time highs, it’s worth reflecting on just how far we have come in this historic decade. Since the S&P 500 bottomed at a level of 676 on March 9,...

Charles Schwab Goes Early Black Friday Shopping

Nov 26, 2019 | Blog

Charles Schwab Goes Early Black Friday Shopping Although 2019 has generally been a fun ride for investors, this Thanksgiving I am thankful for continued economic growth, record market highs, and not being on the receiving end of Charles Schwab’s checkmate! Volatility,...

You Don’t Need to be a Millionaire to Have Your Own Charitable Fund

Oct 28, 2019 | Blog

You Don’t Need to be a Millionaire to Have Your Own Charitable Fund Setting up a fund to donate to worthy causes in your community is no longer just a millionaire’s game. No need to be Buffett, Gates or Zuckerberg, nor a business owner or in the sunset of your...