Why Planning Matters

Don't plan to fail by failing to plan.

Fear Marketers – Not the Market

It's not the Market that is bad; often it's the Marketers who lead us astray.

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.

Here are some visual depictions to help you understand why your portfolio should be globally diversified.

Here are a few actionable ideas to use in light of the SECURE Act passage.