top of page

Recent Posts

See All

Schwab's CIS Sums up This Strange Market

I won’t begin to say that we have had a tough start to the year…..However, this is a great read from Chief Investment Strategist Liz Ann Sonders at Charles Schwab, putting things in perspective a bit.

Don't be scared...

Check out my article published by Paladin Registry on why most people fear financial planners, and what to do about it: Top Five Reasons People Are Scared of Financial Planning

One critical expense...

My thoughts on long-term care: One Critical Expense Financial Plans Don't Address

bottom of page