A Fee, or a Tax?

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

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.

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

Here are 5 actionable ideas you can implement to help secure your financial future.

Credit is a tool that can be used for good things, but it must be understood. Here is a simple visual education.