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Friday, March 5, 2021

Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...

Thursday, December 31, 2020

As the noted philosopher, Bob Seger, sings…. “There [we] go, turn the page.” 2020 will go down as one of the most tumultuous years in U.S. history. From an economic standpoint the disruptive technologies that had...

Wednesday, December 9, 2020

So much has changed in 2020 – a raging Covid19 pandemic, high unemployment, school and business closures, and decimated state and local government resources. And yet the U.S. stock markets have again reached new highs, reacted...

Friday, October 2, 2020

Why Consider a Virtual Financial Advisor? Recent events and COVID-related changes to our daily lives have quickened the acceptance of what was already an evolving technology in recent years – Virtual Meetings. Used in many...

Tuesday, September 22, 2020

Do you have a retirement nest egg and wondering how best to convert it into an income stream? There are several strategies for producing spendable income from your retirement savings, and each has its pros and cons. Certificates of...