‘Tis the Season for Year End Giving

Hands holding a heart with care

As we approach the end of the year, it is a time many people think about making charitable gifts. It is an opportunity to support causes important to them and also reduce their taxes. We know charitable giving is an important piece of your overall financial plan, and our team […]

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FOMO on Investments

Young adult looking concerned at her phone

My wife, her mother, my mom, my sister, and many of you probably go shopping the day after Thanksgiving every year.  Why? That is usually when the best sales are happening, right?  You know it… and you can plan for it.  You actually get sale papers that will tell you […]

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LPL Financial’s Mid-Year Outlook

older couple walking on trail and peering toward the sky

LPL Financial recently released their MidYear Market Outlook for 2020. Check it out for updated views of the economy, stocks, bonds and the election and how all these play into the path to economic recovery, and gain some perspective on facing these challenges and preparing to move forward together. LPL […]

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CFP® Certification: The Standard of Excellence

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all the pieces of your financial life. Financial planning requires looking beyond your investment portfolio at the bigger picture of the […]

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Avoiding COVID-19 Scams

distressed woman looking at credit card

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can […]

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Know Thy Self

“Circumstances don’t make the man; they only reveal him to himself.” ~ Epictetus I apologize for the gender specific quote, but I think everyone gets the message: Know thyself. It is at times like these that previously unknown internal fears reveal themselves. Due to my 20-plus years of experience, I […]

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Let’s Do Something!

Depressed Businessman Leaning His Head Below a Bad Stock Market Chart

That is the cry of many investors to their advisors at times like these. No, I am not talking about just the Coronavirus times but anytime the market takes a severe and quick drop. Certainly, the S&P 500 down more than 25% within a month is disturbing to us all, […]

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