Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Are Savings Bonds a Good Way to […]
Financial Markets Are Complex Financial markets are extremely complex and I find that when markets are positive for an extended period of time, we have a tendency to take more risk and gain a sense of overconfidence. This point was […]
As a CERTIFIED FINANCIAL PLANNER® I talk to clients regularly about the importance of living below their means. I understand that on the surface it sounds easy but in reality for some its very difficult. Either they don’t make enough […]
Your Retirement Portfolio is Very Important. I am reviewing a new client’s retirement portfolio from one of the big wire houses’ and I swear there is steam coming out of my ears. Why you ask? Let me tell you: […]
Financial Planning is a life-long process that begins when you make your first financial decision and even continues after the conclusion of your life,with the disposition of your estate. It is humbling journey, where the numbers keep everyone honest. […]
