Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

Class is in session! Twice this week, I had discussions with clients about what information should be shared with their young adult/teenage children and grandchildren as it relates to finances and investing. I always enjoy these discussions. It’s a honor to speak with young adults and add some much needed context to a topic that […]

Turn on the TV, pick up your phone, or read most major newspapers as of late and you are likely to walk away with a rather unsettling feeling about investing. There is a seemingly omnipresent supply of confusing terminology (ie: yield curve inversion, recession, tariffs, trade war) and an equal supply of doomsday predictions. All […]