How is your financial advisor like your mom?

As we get ready to celebrate Mother’s Day this Sunday, May 9, I’ve got a fun question for you: What do your mom and I have in common? Answer: We both give great advice – and have plenty of it! Moms are amazing, aren’t they? They play a large...

Are You Financially Literate?

As Financial Literacy Month ends, I hope you were able to learn a few new things and apply them to your strategy. One of my goals in sharing this newsletter is to engage you with useful content so you are in the best position to grow your wealth – and maybe even...

Making the best play for your future

Albert Einstein once said, “Games are the most elevated form of investigation.” We’re in the thick of tax season after an extremely challenging year, so it’s an odd time to think about playing games, isn’t it? Actually, there’s been a lot of...

What you know = How much you grow

April is financial literacy month, and it’s a great coincidence that this month is also the time when many people are planting seeds in the ground, hoping for a lush summer garden and dreaming of a huge fall harvest. Growing something large and beautiful from a small...

Prepare, Don’t Predict

The historical bull market, correction coming, beware of inflation – you may be seeing these words in headlines lately. About a year after the unprecedented market events of spring 2020, the economy is recovering, but there is a lot of debate about how exactly...