Learn more about me, how I got started in this career, and why it is my passion.
Click here to read my blog! I write all the articles personally and I strive to make them interesting and educational.
I recently read an article in Investment News from their June 6, 2016 edition that was titled: “Children on hook for long-term care” and it was sobering. As a Wealth Manager, planning for the possibility of staying in a nursing home or needing home care is something I address with all my clients. However, the […]
Wealth Inequality in America is Partly Due to Simple Math and the Savings Rate I am always amazed at when I see certain authors or publications toss around the phrase “Wealth Inequality in America” to create social unrest. The articles mainly try to make people feel how ‘unfair’ the United States is and how […]
The Hidden Truth about How Many Large Investment Firms Pick the Investments They Offer – Part 2: Revenue Sharing This month’s blog is a continuation from last months in regards to how many of the largest investment firms try to maximize profit at the expense of the average investor. The topic today is one that […]
This is going to be a mainly an opinion piece explaining about why when you walk into a certain company that you get certain investments presented to you. I may break this up into either two or three parts as the topic is broad based and has many interesting details to learn about. Also, this […]
With all the recent headline news about oil prices and the stock market, I thought I should write this month about the correlation between the two. However, let me start out by talking about how the financial media tends to sensationalize the news. I had the opportunity to sit down with someone who had been […]
I want to share a personal story from last year that affected one of my clients, which illustrates the point of how important having current beneficiaries listed on your accounts really is. My client, let’s call him Phil, had a horrific car accident that left him weak and partially disabled. During this time, his […]
My wife woke up me this morning to remind me that we were out of coffee and to go buy some for her. My wife is one of those people that require their morning caffeine fix, so I forced myself up and out the door. My first initial thought was to go to the corner […]
The Bipartisan Budget Act of 2015 that was signed into law on 11/2/2015 will be eliminating the ‘file and suspend’ strategy many people are planning to use to maximize Social Security benefits. Basically, the spouse with the higher earnings record files for benefits at full retirement age and then suspends those benefits (usually until age […]
Since March of 2009 through the beginning of February 2014, the S&P 500 produced a total return of about 200%, for a 20% annualized gain in that period (Source: Tactical Rebalancing and Strategic Allocation in Overseas Equities, February 2015). So why invest overseas when our US market is doing so well? For one, the US […]