• October 19, 2023
• PlanningWeekly Post

What we know upfront is that not every investment will be a winner. However, there’s a potential silver lining even for...

• October 18, 2023
• Income TaxesWeekly Post

It’s Year-End Tax planning time and this year has been unique! We have seen inflation slow down and witnessed the market...

• September 22, 2023
• 3 for 3 FridayFee OnlyFeesFiduciary DutyInterest RateMarket AlertsMarket TimingMarketsRate HikeWeekly Post

PRESS PLAY for a LIVE Friday 3 For 3! The Fed sound byte; the FOMC concluded its September meeting on Wednesday...

• March 7, 2022
• PlanningWeekly Post

The world had a wakeup call over the last few weeks. It’s been both amazing and heart breaking to witness. My...

• February 1, 2022
• MarketsWeekly Post

Get Confident Turn on the news and chances are you will hear something about rising inflation, how central bank policy is...

• November 9, 2021
• PlanningUncategorizedWeekly Post

“What Investors Need to Know. NOW (WINK)” The BEST investment advice you’ve ever been given: Last week we heard Mr. Buffett’s...

• November 8, 2021
• PlanningUncategorizedWeekly Post

What Investors Need to Know (NOW) or WINK: We just closed out our October WINK series unpacking what’s holding you and...

• October 27, 2021
• MarketsUncategorizedWeekly Post

Financial/WINK-“What Investors Need to Know. NOW”: Week 4 of our 4-week series in October unpacking what’s holding you and your investment...

• October 27, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to Know, NOW. Week 3 of our...

• October 22, 2021
• MarketsUncategorizedWeekly Post

In the video below, I follow up on my series on What Investors Need to know by telling you what SCARES...