Hard but Necessary Conversations
You may have heard a similar story before: “Our parents had a lot of assets and resources before they died….
Blogs
Articles and Updates
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.
Reasons to Stay Invested and Reasons to Adjust
How can the stock market be back up given the horrible news of COVID-19 and discouraging economic reports such as unemployment numbers? The stock market and economy are not the same. Yes, there is some correlation between the two. However, the stock market is a leading economic indicator.
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?…
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…
Reasons to be Hopeful
These are certainly days we will remember – for our generation, and generations to come. The COVID-19 pandemic has rocked…