facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


May 2019 Client Letter Thumbnail

May 2019 Client Letter

We all want what is best for our children. ...most of us want them to attend college. For some, it’s not just about going to a university but being accepted by and graduating from the “right one.” ...the pressure today is enormous, although, if we are honest, self-imposed. And I mean you, the parents.

Read More
April 2019 Client Letter Thumbnail

April 2019 Client Letter

“A recession is coming! A recession is coming!” Well, that’s not quite the story, but given the seemingly non-ending talk about a recession, you might think that economists are channeling Paul Revere’s midnight ride. Yes, a recession is eventually inevitable, but is it imminent?

Read More
March 2019 Client Letter Thumbnail

March 2019 Client Letter

It’s common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway’s chairman and CEO, Warren Buffett, is famous for many things, but his annual letter to shareholders in an event many investors anticipate most eagerly.

Read More
Medicare Planning Checklist Thumbnail

Medicare Planning Checklist

Medicare is a complex program. Use this checklist to help you stay on top of enrollment and make the process easier. Follow the steps in order and contact us if you hit a roadblock. Missing the deadline can be costly, so please do not put it off if you are 64 years old.

Read More
Pre-Retirement Checklist Thumbnail

Pre-Retirement Checklist

These are the categories of what you need to think about before you retire whether you are stopping work early or about to hit age 70. Discuss Retirement Goals and Aspirations with your spouse if you are married, and then your advisor. Will you work in retirement? How does family fit in? How will your day to day be changed?

Read More