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Welcome to our Blog. We want to provide value to our readers and video viewers so we'd like to hear from you. Let us know what financial topics you would like covered in our future blog posts and we'll be sure to cover it. Just send a quick email to Now, enjoy the Blog!

Monday, February 12, 2024

With the 2024 elections heating up, whispers of potential market turmoil due to political uncertainty start circulating. But are these whispers grounded in reality, or merely fearmongering? Let's find out.

Friday, February 2, 2024

Don't let your hard-earned retirement savings get stuck in a bygone era. Consider rolling over your 401k and unlock a world of potential for a brighter financial future! Read how rolling over your 401k might be in your best interest.

Friday, May 13, 2022

If you have recently retired or are close to retirement and are concerned about the effect of taking income from your portfolio will be in a down market, then please watch this video. It will hopefully help alleviate your concerns.

Thursday, February 24, 2022

Monday, September 27, 2021

In this blog post I speak with Eugene Choi of Dunham and Associates. We talk about what a Special Situations Trust and how to use it. This Trust is very flexible and allows you to put guardrails on how you want your assets to be distributed

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Tuesday, August 10, 2021

Here are some steps you can take to get started with investing even if you don't have a large salary. A little can go a long way over time. Don't think you can't retire with wealth.

Friday, May 28, 2021

There isn't a crystal ball. If your portfolio was designed to meet your long term goals, don't let fear or emotions cause you to make bad short term financial decisions. You may end up missing out on great opportunities. Here's why.

Tuesday, April 27, 2021

We posted this on Facebook and it generated a lot of interest so I figured I’d post it on our blog. Please let us know if you have any questions about any of the items mentioned below. Pursuing your retirement dreams is...

Tuesday, March 30, 2021

Asset class investing in a diversified portfolio means the advisor always needs to apologize at some point. Why? Because separate asset classes have their ups and downs and inevitably, there is always an asset class or two that are down.

Thursday, February 4, 2021

Transcript: Ok so recently, millions of individual investors on an online forum banned together and decided to buy GameStop stock. Why? Because they knew through publicly available data that big hedge funds were shorting the stock....

Wednesday, January 20, 2021

In my opinion, one of the hardest parts of financial planning is planning for the possibility that you will eventually end up in an assisted living facility and very quickly deplete your remaining assets. Even if you’ve done...

Wednesday, November 11, 2020

This blog post is about the lessons I have learned from my dog Max in the crazy year that is 2020. Please take two minutes to watch the video for what is hopefully a positive inspiring message as we head into 2021.

Monday, November 9, 2020

Thinking about making becoming an independent advisor or making a change from your current Broker/Dealer but are concerned about having to cover all of the expenses on your own on top of having to find office space and build out the...

Wednesday, October 28, 2020

It's never too early to start saving. Here are some tips to help your kids or grand kids get started. Have the conversation. Let them live it. Teach kids about saving, investing, and even retirement planning.

Wednesday, October 14, 2020

HereAs we roll into Fall, we wanted to send along a reminder that the Medicare annual open enrollment period begins October 15th and ends December 7th. During this time, Medicare beneficiaries can change their Advantage plan or Part D...

Tuesday, October 13, 2020

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

Thursday, October 8, 2020

Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated...

Monday, September 14, 2020

The Investment Policy Statement is one of the most important financial documents you should have in my opinion. I've written about it many times on previous iterations of my website. This go around, I will simplify it to make it easier...

Wednesday, July 8, 2020

Hey guys and gals, thanks for checking out this blog post and video. I’m sure you’ve all seen this kind of advertising,..and not just from my profession for a “free” second opinion. Most advisors don’t...

Tuesday, May 12, 2020

Imagine if your dad was not only a financial advisor but your boss, and every time he paid you he said to save it and don’t spend it on unnecessary things? That’s my life. But, I’m an 18 year old girl and I need...

Tuesday, April 28, 2020

Do big swings in your portfolio value during a volatile market like we have been experiencing keep you up at night? Do portfolio losses in a down market or not enough gain in an up market concern you? If so, this blog post is for you....

Wednesday, April 22, 2020

I use an app called Strava to track my cycling rides. A Strava user can define a certain section of a ride as a segment. Other riders can try the segment to see if they can beat the fastest time up to that point. If they can, they get...

Friday, April 17, 2020

-20%. That's the number that technically defines when the markets have entered bear territory. Just a few weeks ago the S&P 500 was down -34% from it's high, which ironically was only a few weeks before that. We were well beyond bear...

Thursday, April 16, 2020

Over 20 years of experience in this business and I have never experienced anything quite like the 1st quarter of 2020. If you know me you know that I always say that the markets are efficient. After the initial shock and massive sell...

Wednesday, April 15, 2020

Welcome to our new website, What started as the simple task of shortening our domain name from has turned into a complete overhaul of our business model and branding. Think of it as the evolution of...