5 Reasons to Name a Beneficiary
June 3, 2022
There are five main reasons: They will keep more money They will get it quicker It reduces the stress to
No Idear…
May 30, 2022
What Do You Call a Deer with No Eyes? No Idea!!! That’s the answer to the question, is this the
Walking the Tight Rope
May 11, 2022
I don’t often give you a mid-week update but given the volatility we are seeing and the fact that I’m
Stock Picker’s Market
May 9, 2022
“It’s a stock picker’s market”…hearing this comment a lot on the TV from pretty much every guest that comes on
#FreeBird
May 2, 2022
Well, the big news of the last week was not the re-test of the February lows but was Elon Musk
Indications
April 25, 2022
To watch/listen to this week’s article please click here. https://youtu.be/r1EW_-zYJ50 My favorite piece of economic data was released last Thursday,
411 on Your 401k
April 19, 2022
If you’ve been looking at your 401k balance in the past quarter, you’ve probably suffered from a bit of whiplash.
Tis the Season
April 19, 2022
Tis the season of earnings. Oh yeah, I love this time of year. The market passes out grades for company
Plain Old Inflation
April 11, 2022
Inflation seems to be the big topic of conversation both on TV but also in a few client meetings this
So You Have an Annuity…
April 8, 2022
Those that know me, know that I’m not a fan of annuities and that’s putting it lightly. There are more
Untold Story of Mutual Funds
April 8, 2022
I recently reviewed a prospective client’s portfolio, currently being “managed” by another Financial Advisor. This person who we will call
Presidential Returns
April 6, 2022
The third year of a president’s term (for both parties), has been positive 91% of the time, with the average
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