5 Types of Financial Scams to Avoid

Today, more than ever, the financial industry is rife with scams. With online transactions and investment tools becoming increasingly prevalent, there are more and more opportunities for scammers to take […]

A Purpose-Centered Holiday Season

During the holiday season, it’s easy to become distracted by…everything. So many people, events, and things demand your attention. Retail stores bombard you with advertisements for the latest gadgets. Social […]

The Dollar is Strong! 3 Ways to Take Advantage

The U.S. dollar is having a moment. Never before has the value of the USD been so close to the British pound. On top of that, the USD is now […]

How Wealthy Individuals Made Their Millions

According to the Global Wealth Report, only 8 percent of Americans are millionaires. That’s a relatively small sliver of the population, so it inevitably begs the question: What are these […]

Investing, Variable Incomes, and Weathering Storms

The only things certain in life are death, taxes, and…fluctuations in the stock market. It inevitably experiences highs and lows, surges and dips. As a financial advisor, and someone who […]

Why I Don’t Fear a “Summer Slump”

For many people, summer is a time for relaxing at the beach, barbeques, gardening, and enjoying the sunshine. But for the stock market, things aren’t usually so rosy. Historically, the […]

Destination: Financial Freedom

In the U.S., we’ve just celebrated our nation’s birthday. Independence Day is associated with barbeques, fireworks, relaxing at the beach, and, of course, freedom. In a nation that touts a […]

Optimistic and Prepared Investors

I’ve been a financial advisor for a long time. I’ve seen periods of rapid expansion and contraction. I’ve witnessed extreme highs and lows in the stock market. Throughout the years, […]