October 2021 What’s the biggest mistake investors make? Not doing something significant with their money. They build their careers, they make…
September 2021 Have you ever caught yourself answering the question, “How are you doing?” with “busy” or “exhausted”? Or maybe inner…
August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…
September 2020 I regularly encourage everyone to get his/her/their estate planning done. It’s a great act of love for your family and…
August 2020 This year’s updating of the earthquake kit brought a new perspective on being prepared to shelter in place for a…
July 2020 I recently did a virtual presentation for women executives on how they can move their financial lives forward, even…
June 2020 Most of my clients donate to charity. Some do it in a small way, some in a big way. Some…
The metaphor I use in my office is that financial planning is like raising a farm of cash cows. You have to…
I went to bed April 4th feeling just fine about sheltering in place until May 3rd. Then I woke up on April…
