Resources

Filter Blog by:
  • Aug 3 2020
    What should I look for in a Financial Advisor?

    The financial industry is constantly changing. Here are a few things you should know about a financial advisor before you hire them...

  • Jul 20 2020
    blank
    Client Newsletter 3Q20

    So much has happened since January. Read my latest newsletter for an update on what we're doing and our strategy going forward...

  • Jul 1 2020
    blank
    Do We Stay or Do We Go?

    Summer weather might bring some relief from the COVID-19 pandemic, but life as we knew it just won’t be the same. Here are our best staycation ideas...

  • Jun 1 2020
    a future of retirement image
    Why Do So Many People Fail in Retirement?

    Unfortunately, one in three families will not have enough money to maintain their lifestyle throughout retirement. Here are 3 reasons why...

  • May 1 2020
    blank
    7 Overlooked Costs of Retiring Abroad

    What does the perfect retirement look like for you? Retiring abroad might be just the thing you’re looking for... but I urge you to research before you go.  

  • Apr 23 2020
    blank
    Client Newsletter 2Q20

    Our lives have changed dramatically over the last few weeks. We have made adjustments to how we invest your money and help you plan for the future...

  • Apr 1 2020
    SECURE Act of 2019
    How SECURE Should We Feel about DC’s New Tax Laws?

    In the last weeks of 2019, congress passed numerous new laws that have investors scratching their heads. Let’s look at the SECURE Act to find out why...

  • Mar 18 2020
    two-adult-women-beside-each-other-3768114
    Separating Emotions from Investing is Key to Surviving Coronavirus.

    These last few weeks have been a roller coaster. Here's what we have been doing and what you can do in this time of uncertainty...

  • Mar 6 2020
    white ceramic mug on white table beside black eyeglasses
    Investment Update: Did the Market Just Catch a Cold, or Is It Terminally Ill?

    In this update, I want to cover a few areas that could suggest stabilization in the market and also a few caution signs we are carefully watching.