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.
Jamie-isms, If There Is Such A Thing
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.
Ladies and Gentlemen, This is Your Pilot Speaking
My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.
The Future Is Always The Same
The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.
But the Commercials Are So Good!
For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.
Global Wealth & Investing
Here are some visual depictions to help you understand why your portfolio should be globally diversified.
The SECURE Act: Simple Ideas for Your Planning
Here are a few actionable ideas to use in light of the SECURE Act passage.