No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
Category: Uncategorized
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.
The SECURE Act: Simple Ideas for Your Planning
Here are a few actionable ideas to use in light of the SECURE Act passage.
The Five-Point Financial Plan
Here are 5 actionable ideas you can implement to help secure your financial future.
A Visual (and Simple) Guide to Credit
Credit is a tool that can be used for good things, but it must be understood. Here is a simple visual education.