Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

Not Everyone Needs a Financial Advisor

Here’s my HOT TAKE for the day, I don’t think that everyone needs a financial advisor.

Striking a Balance Between Emotions and Financial Decis …

We often tell ourselves that we make financial decisions based on logic, numbers, and careful planning.

Understanding the Difference Between Risk Tolerance and …

Many people confuse risk tolerance with risk capacity, but these terms represent two distinct parts of

Should You Be Investing in a Roth or Traditional IRA?

When it comes to planning for retirement, one of the most common questions people face is

The “One Big Beautiful Bill Act”: The New Tax Propo …

As a new presidential administration takes shape in 2025, the House of Representatives has introduced its

Morgan Wallen Proves Diversification is Your Friend

Love him or hate him, Morgan Wallen is a beast of an artist. He just dropped

Start Early: Why Investing Young Pays Off

Young professionals have one major advantage in building wealth: time. Starting to invest early creates long-term

These Are the 7 Accounts You Need in Retirement

I’ve spent 13 years as a financial advisor, and I’ve seen how proper planning is the

Your CPA May not be Giving You Tax Advice

I surprised a client the other day when we gave him some thoughts on his taxes.

Please Stop Buying Insurance on Small Items

If it costs less than $500 to replace, please do not buy insurance on it. I