Staying Focused Through Chaos

As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test.  On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have initiated selloffs across multiple financial...

Highlights of The American Rescue Plan Act of 2021

On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the highlights we...

25 Years Ago

“What can we expect out of the stock market next year?” This question is posed regularly by investors, trying to get an edge on where the stock market might go tomorrow. While most hope this will bring some sense of clarity to an investment strategy, it is merely a...

Guide to Navigating Long-Term Care

Long-Term Care has become a focal point for both pre-retirees and retirees alike as health care costs and longevity continue to rise, presenting a twofold threat to a sound retirement. To help prepare, below is a link to a presentation I had the pleasure of delivering...

Preserving Your Wealth During the Next Disaster

As we eagerly await the close of 2020, there are hardly enough fingers to count the bizarre and taxing events endured over the last 11 months.  Whether a presidential election, stock market crash, stock market revival, political unrest, social unrest, hurricanes,...