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,...

Are You a Goals-Based Investor?

Ditch the Carrot and the Stick. The first U.S. stock index was unveiled in 1896 by journalist Robert Dow and today it is widely known as the Dow Jones Industri­­­­al Average, or simply “The Dow.” Dow thought of his average as a measure of the stock market’s tide and a...