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February 14, 2020

As I write this on Valentine’s Day, I can’t help but think of all the long-term relationships I’ve been privileged to have with the numerous individuals and families who have entrusted me to help with their financial well-being. As a financial planner, I am privy to my...

December 23, 2019

Have you ever wondered when Christmas became the season to give a bunch of store-bought stuff to people? I have been somewhat preoccupied with this question and started doing some research. What I found out has kind of turned my head around about this holiday that seem...

December 17, 2019

Gift giving runs amok this time of year. So many gifts that will never be used will be wrapped up and put under a tree and unwrapped. They may possibly be admired for a moment, then set aside. Some gifts may get stored away and forgotten or swept away in the spring cle...

October 18, 2019

Right now, we are in the thrall of the colorful and typically fairly short fall season. It’s a dazzling time of year, and much like the excitement of a Stock Market Bull Run, we can get thrilled into believing the beauty is unending. We can get easily fooled, even thou...

September 20, 2019

As if life isn’t hard enough, Mother Nature has to step in every now and then to remind us that most of life’s challenges are rarely as devastating as she can be. Remember the tsunami that hit Indonesia? The San Francisco earthquake back in ’89? Hurricane Andrew in 91?...