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Thanks for stopping by to read my blog. I enjoy writing about financial topics, market conditions, and strategies for clients to pursue their goals. Please email me at [email protected] if you have any questions or would like to discuss any of the information I share in more detail.

 

Monday, April 22, 2019

The Week on Wall Street A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and the Dow Jones...

 

Monday, April 15, 2019

The Week on Wall Street Stocks broke out of a narrow range on Friday following news that two major banks grew their bottom line in the first quarter. For the week, the S&P 500 rose 0.79%; the Nasdaq Composite, 0.91%. The Dow Jones...

 

Monday, April 8, 2019

The Week on Wall Street Stocks just posted their second straight weekly gain. Investors were encouraged by the latest jobs report and new signs of progress on a U.S.-China trade deal. The Dow Jones Industrial Average advanced 1.17% in...

 

Monday, April 1, 2019

The Week on Wall Street Stocks ended last week higher as volatility slowed, completing their best quarter since 2009. A Friday tweet from Treasury Secretary Steven Mnuchin encouraged investors, referring to "constructive" discussions...

 

Monday, March 25, 2019

The Week on Wall Street Friday, the yield of the 3-month Treasury bill exceeded the yield of the 10-year Treasury note for the first time in 12 years. For some analysts, this "inverted yield curve" may imply a short-term lessening of...

 

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Monday, March 18, 2019

The Week on Wall Street The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of this ban could potentially impact the airline industry and segments of...

 

Monday, March 11, 2019

The Week on Wall Street As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday's open to...

 

Monday, March 4, 2019

The Week on Wall Street Stocks lost a little ground as February gave way to March. While domestic and overseas political developments made headlines, the market stayed relatively calm: from Monday's open through Friday's close, the...

 

Monday, February 25, 2019

The Week on Wall Street Stocks rallied last week as optimism about a potential U.S.-China trade deal grew. The S&P 500 advanced 0.80% during the 4-day trading week to 2,792.67. The Nasdaq Composite improved 0.86% to 7,527.54, and the...

 

Wednesday, June 7, 2017

A personalized financial plan can provide a powerful tool in helping you take action toward reaching your goals. For many, working through the financial planning process for the first time will be the best step they could take toward...

 

Friday, June 2, 2017

Johnny Depp Reportedly Spends $2 Million A Month ($30,000 on wine alone) Money comes and money goes. The trick in life is to control what’s going out the door — no matter how much you’re making. Though hard to...

 

Thursday, May 18, 2017

How Much Money Do You Need to Quit and Sail Away? No, Seriously.You wake up. Go to work. Get home. Repeat. For many, it feels like being stuck in a hamster wheel. What if you decided to call it quits and retire early? For those who...

 

Tuesday, April 11, 2017

Just as the markets evolve over time, so do our planning strategies and financial needs. Even though I’ve been in the finance world for more than three decades, I am constantly looking to further my knowledge, adjust service...

 

Thursday, March 23, 2017

Tax season is here! This may not be everyone’s favorite time of year, but taxes are a necessary evil we must contend with. Many people procrastinate on tasks they dread, and if you are like one-third of Americans, you wait until...

 

Wednesday, February 15, 2017

How much money will you actually have to retire on? Most people rely on the assumption and expectation that the plans for retirement put in place for them will be enough to live in luxury in their golden years. They contribute the...

 

Wednesday, January 11, 2017

As a financial advisor, I focus on four different areas for my clients: Protection, Accumulation, Income, and Legacy (PAIL). In the spirit of the new year and my favorite acronym, here are four financial resolutions to help guide you...

 

Wednesday, December 28, 2016

Small business owners or other self-employed individuals face challenges in providing benefits that larger corporations do not. One of those difficulties lies in offering a retirement plan for their employees. Employer-sponsored...

 

Friday, December 16, 2016

Did you know that 70% of people turning 65 today will need long-term care at some point in their life? Long-term care isn’t just for the elderly, though. In 2000, over two-thirds of the people requiring some form of long-term...

 

Wednesday, December 7, 2016

January is known as a time of fresh starts, new goals, and renewed motivation. Often, New Year’s resolutions lead people to purchase gym memberships, pledge to read more, or spend more time with family and friends, but have you...

 

Tuesday, November 22, 2016

Happy Thanksgiving to you and your family! I want to take a moment to thank you for an amazing year in 2016. I'm thankful for each of my clients and the trust they’ve put in me. It’s incredibly fulfilling to see so many of...

 

Thursday, November 10, 2016

Gone are the days when Americans would stay in the same job for the majority of their working lives. The recent trend, especially among the Millennial Generation, is to transition from job to job at an alarming rate. In 2014, the...

 

Thursday, November 10, 2016

After a tumultuous and dramatic election season, the results are in. This election was certainly one for the history books. Because both polls and markets had expected a Clinton victory, the markets are reeling from the surprise...

 

Wednesday, October 12, 2016

Since their inception in 1974, Individual Retirement Accounts, or IRAs, have become wildly popular. About 40 million US households, or 32%, owned at least one type of IRA as of mid-2015. By the end of that year, IRA assets totaled $7.3...

 

Friday, August 12, 2016

If you have been around me for any amount of time you have probably heard of the acronym PAIL. If you are new around here, you’re probably wondering what in the world I’m talking about. It’s my goal to help you...

 

Friday, July 15, 2016

When the markets are as volatile and confusing as they have been over the past several years, even the most patient investors may come to question the wisdom of the investment plan they have been following. On top of that, life changes...