Newsletter

There is at least one positive outcome of the covid-19 crisis. Many people have been seriously thinking about their overall wellness—in their work-life balance and their financial situation.

The entire neighborhood is suddenly lush and green. Just like us, we’ve been dormant for over 10 weeks and now we are ready to burst forth as our towns and cities begin metamorphosing.

Last year on Memorial Day weekend I wrote to you about the value of a vacation – mentally, physically, and professionally. This year, a normal vacation is likely not in the cards, even as states begin re-opening.

Are you getting tired of hearing the word ‘unprecedented’? I certainly am,but it does seem the best descriptor for the times we’re in.

This coronavirus is novel not only for its first appearance in humans but also for the impact it stands to have on the world economy.

I’d like to take this opportunity to wish you and your family a very happy holiday, and a healthy and prosperous 2020….

Often, the first thing we ignore during the holiday season is our own well-being…

This is Retirement Security Week; the week financial professionals try to spread the word about preparing for a secure retirement.

The old saying, “the only thing constant is change” has never been more relevant. It may seem that you see news about the markets and the economy fluctuating daily, or even hourly. It can be overwhelming. And, if you are trying to model an effective financial strategy...