Hard but Necessary Conversations

Hard but Necessary Conversations

You may have heard a similar story before: “Our parents had a lot of assets and resources before they died. We knew they had money – we just did not know how much. And they would not talk about it. We assumed (and certainly hoped) they had a plan in place to...

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Of Presidential Elections

Of Presidential Elections

We are approximately two months away now from casting our Presidential ballots. And like all election years, fear can reign regardless of which candidate you support. Emotions run high. Feelings can be hurt. And you are forced as an investor to make decisions in regards to your portfolio.

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We Are Listening, and We Care

We Are Listening, and We Care

I am writing this morning with some fear and trepidation. That’s me being honest. “Will I say the wrong thing? Will I offend or hurt someone I care about? Will I not say enough? Will I say too much? Will I lose a client by speaking to things non-financial or even...

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Beware of Predictions

Beware of Predictions

If you are like me, the fatigue of social distancing and sheltering-at-home has come. Although we have had sweet times as a family during these times, I am ready for some (but not all) of the normal to come back. And speaking of normal, what is normal during times of...

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Reasons to be Hopeful

Reasons to be Hopeful

These are certainly days we will remember – for our generation, and generations to come. The COVID-19 pandemic has rocked our world…literally. We are being tested – our beliefs, our resolve, our plans. “Does it feel different this time?” Yes. It always does. But can...

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