Resources
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Oct 26 2022
Client Newsletter 4Q222022 has been a momentous year! It reminded us that investments do not just travel in one upward direction. Here's how we see things near and longer term...
Oct 5 2022
What If $1,000,000 Is Not Enough?So, you saved $1,000,000 for retirement for “good measure”. But what if it’s not enough? Here’s where most people go wrong...
Sep 6 2022
Investment Update: September 2022It's time for an investment update. This short blog will tell you a little about how your “diversified” investment bucket might help your portfolio.
Sep 1 2022Is Anything Safe?Nothing in this life is absolutely safe. Fear can push many people into making emotional decisions that might cost your family dearly...
Aug 1 2022What Should Your Financial Advisor Be Doing in a Volatile Market?Working with the wrong advisor can be costly. You need an advisor who will fight for you and your future. My team is ready and happy to help!
Jul 19 2022Client Newsletter 3Q22In April , I shared my thoughts and predictions that 2022 would be a difficult year. Let’s jump in and see what’s changed since the second quarter...
Jul 1 2022Should I Wait Out Uncertainties in The Market and Start Planning When Things Settle Back Down?Today’s challenges include rising taxes, inflation, interest rates, and market volatility. It is understandable to be nervous about the future...
Jun 2 2022My Grocery Bill Keeps Going Up. Any Suggestions?Planting a garden can improve your health, provide rewarding work, and might even lower your grocery bill. Still not convinced? Let's dig deeper...
May 5 2022Investment Update: May 2022As recently mentioned in the quarterly newsletters in January and April, your portfolios entered the new year with a moderately cautious stance.