CFP® Certification: The Standard of Excellence

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all the pieces of your financial life. Financial planning requires looking beyond your investment portfolio at the bigger picture of the […]

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Avoiding COVID-19 Scams

distressed woman looking at credit card

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can […]

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Know Thy Self

“Circumstances don’t make the man; they only reveal him to himself.” ~ Epictetus I apologize for the gender specific quote, but I think everyone gets the message: Know thyself. It is at times like these that previously unknown internal fears reveal themselves. Due to my 20-plus years of experience, I […]

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Let’s Do Something!

Depressed Businessman Leaning His Head Below a Bad Stock Market Chart

That is the cry of many investors to their advisors at times like these. No, I am not talking about just the Coronavirus times but anytime the market takes a severe and quick drop. Certainly, the S&P 500 down more than 25% within a month is disturbing to us all, […]

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When Markets Give you Lemons…

Confused baffled wife and shocked frustrated husband reading online news about stock market

When the financial markets get volatile, as they have lately, our resolve and patience get tested. You must ask yourself, “Am I glass half full or glass half empty” person? I’m a glass half full kind of guy, and as a financial planner, I say look for the opportunities the […]

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10 Key Provisions of the SECURE Act

President Donald Trump signed this bipartisan bill into law on Dec. 19, 2019. The Act seeks to aid Americans’ ability to save for retirement. Although there are 29 provisions, LPL Financial has outlined some of the key highlights. As always, we are happy to talk with more about these new […]

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