The past few weeks have been difficult for all of us. It should go without saying that the round-the-clock effort provided by our medical professionals and o...

Finally, it’s that time of year when the weather really starts to warm up (hopefully), we enjoy getting some fresh air, and when most engage in the age-old p...

I’m excited to have been quoted in this US News and World Report article about building a simple 3- fund investment portfolio! For people trying to choose wh...

Financial Success is something everyone wants, but for most of us the path to achieving it is not always clear. To add to the confusion, we’re constantly bom...

Clients are sometimes encouraged by their financial advisors to be overly frugal. While budgeting and saving are vital pieces of most any financial plan, som...

Financial Planning is not dissimilar from planning for any extended journey. With certain objectives in mind, we make plans based on the information we have,...