“Chasing Squirrels” — A Lesson in Long-Term Investing
There’s something peaceful about a quiet summer evening in the park — until, of course, you see a dog chasing squirrels. One moment it’s after a squirrel to the left, then it spots another to the right, and off it goes again. Ten minutes later, the dog is out of...
Ezra Meeker and the Spirit of Progress: A Story Worth Remembering
When we think about the remarkable changes that have taken place over the last century, it's easy to feel overwhelmed by the pace of innovation. But sometimes, history offers us the perfect lens to appreciate how far we’ve come—and what it means to keep moving...
The Silent Threat: How Romance Scams Are Stealing More Than Just Hearts
When most people hear about financial scams targeting older adults, their minds often jump to the cliché “Nigerian Prince” emails or the well-known tech support fraud calls claiming to fix a nonexistent computer virus. While these scams do exist, they are no longer...
Geopolitics and the Markets
When a major geopolitical event happens, I can always count on three things happening. First, there will be headlines. Sometimes positive, sometimes negative, but nearly always sensational. Second, there will be a reaction in the markets. Sometimes positive, sometimes...
Online Shopping Security
Shopping online can be convenient, but it also comes with cybersecurity risks. The FBI report details more than 800,000 cybercrime-related complaints filed in 2022. Meanwhile, total losses were over $10 billion, shattering 2021's total of $6.9 billion! To protect your...
June Is Internet Security Awareness Month – Protect Your Financial Future Online
My goal is not only to help you grow your wealth — but also to help you protect it. And that means staying alert to one of the biggest threats in today’s digital age: cybercrime. June is Internet Security Awareness Month, making it the perfect time to review how...
Words of Wisdom From One of the Greats
On May 12, President Trump announced that tariffs on Chinese goods would be temporarily lowered from 145% to 30%. 1 China, meanwhile, agreed to cut duties on American imports from 125% to 10%.1 While this isn’t really a trade deal, in that it doesn’t resolve the many...
Seven Smart Financial Moves to Make Before Summer Starts
As the days get longer and the temperatures rise, summer is just around the corner. For many of us, this season brings vacations, backyard barbecues, and higher spending. But before you dive into your summer plans, take a moment to get your financial house in order. A...
Graduation Season: A Time to Celebrate—and Start Smart Financial Planning
Graduation season is here—a moment of immense pride and accomplishment for students and their families. Whether it's high school, college, or graduate school, this milestone marks the beginning of a new chapter. As a financial advisor, I often remind families that...
Understanding Social Security: What You Need to Know to Maximize Your Benefits
As a financial advisor, one of the most common questions I get from clients approaching retirement is: “When should I start taking Social Security?” It’s a simple question with a surprisingly complex answer. Understanding how Social Security works—and how it fits into...
“Chasing Squirrels” — A Lesson in Long-Term Investing
There’s something peaceful about a quiet summer evening in the park — until, of course, you see a dog chasing squirrels. One moment it’s after a squirrel to the left, then it spots another to the right, and off it goes again. Ten minutes later, the dog is out of...
Ezra Meeker and the Spirit of Progress: A Story Worth Remembering
When we think about the remarkable changes that have taken place over the last century, it's easy to feel overwhelmed by the pace of innovation. But sometimes, history offers us the perfect lens to appreciate how far we’ve come—and what it means to keep moving...
The Silent Threat: How Romance Scams Are Stealing More Than Just Hearts
When most people hear about financial scams targeting older adults, their minds often jump to the cliché “Nigerian Prince” emails or the well-known tech support fraud calls claiming to fix a nonexistent computer virus. While these scams do exist, they are no longer...
Geopolitics and the Markets
When a major geopolitical event happens, I can always count on three things happening. First, there will be headlines. Sometimes positive, sometimes negative, but nearly always sensational. Second, there will be a reaction in the markets. Sometimes positive, sometimes...
Online Shopping Security
Shopping online can be convenient, but it also comes with cybersecurity risks. The FBI report details more than 800,000 cybercrime-related complaints filed in 2022. Meanwhile, total losses were over $10 billion, shattering 2021's total of $6.9 billion! To protect your...
June Is Internet Security Awareness Month – Protect Your Financial Future Online
My goal is not only to help you grow your wealth — but also to help you protect it. And that means staying alert to one of the biggest threats in today’s digital age: cybercrime. June is Internet Security Awareness Month, making it the perfect time to review how...
Words of Wisdom From One of the Greats
On May 12, President Trump announced that tariffs on Chinese goods would be temporarily lowered from 145% to 30%. 1 China, meanwhile, agreed to cut duties on American imports from 125% to 10%.1 While this isn’t really a trade deal, in that it doesn’t resolve the many...
Seven Smart Financial Moves to Make Before Summer Starts
As the days get longer and the temperatures rise, summer is just around the corner. For many of us, this season brings vacations, backyard barbecues, and higher spending. But before you dive into your summer plans, take a moment to get your financial house in order. A...
Graduation Season: A Time to Celebrate—and Start Smart Financial Planning
Graduation season is here—a moment of immense pride and accomplishment for students and their families. Whether it's high school, college, or graduate school, this milestone marks the beginning of a new chapter. As a financial advisor, I often remind families that...
Understanding Social Security: What You Need to Know to Maximize Your Benefits
As a financial advisor, one of the most common questions I get from clients approaching retirement is: “When should I start taking Social Security?” It’s a simple question with a surprisingly complex answer. Understanding how Social Security works—and how it fits into...
