July 4th and Your Financial Independence

July 4th and Your Financial Independence

Let me begin by wishing you a Happy July 4th, the day of the official signing of the Declaration of Independence, when we went from a colony to a country. Millions of Americans have died since 1776 to allow all of us to keep our freedoms and liberties, the greatest...
Are we at the bottom of this market ugliness?

Are we at the bottom of this market ugliness?

We are beginning our Monday morning with lots of “red” on the board following last Friday’s big sell-off. As your Fiduciary Registered Investment Advisors (RIA), we feel your pain and the pain of all our clients. The markets are looking for a bottom...
Spring Clean Your Finances and Invest in Your Future

Spring Clean Your Finances and Invest in Your Future

Building wealth requires regular maintenance and attention to detail. Just like seasonal chores, a spring finance refresh might be exactly what you need. Spring is a great time to dust off the running shoes, hone in on your healthy habits, enjoy time with loved ones,...