The Evolution and Importance of Financial Planning
I remember the days when creating a financial plan was a cumbersome process, involving countless hours of assembling paperwork
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Recent Podcast
Is Anxiety the New Investor Mantra?
Investors today are increasingly anxious about the equity and bond markets. Can we blame them, given the constant barrage of
Clearing the Air on Using a Market-Based Annuity
I have never seen so much confusion and negative conversation about any financial product in my 30 years of being
Taking Advantage of Being an “Accredited Investor”
The Securities and Exchange Commission defines an “Accredited Investor” as an individual who meets the following criteria: So, what does
Back to School: Time to Review Your College Fund and Estate Plan
The end of summer brings mixed emotions for many parents. As kids head back to school, it’s the perfect time
The Beginning of a Bull Market or What?
It’s been an interesting year. Roughly six stocks have produced the majority of the Nasdaq’s gain this year, while most
Father’s Day Finances: Are You Providing for Your Family’s Needs?
I am wishing a Happy Father’s Day to all the fathers we are celebrating, whether they are still with us
