Weekly Financial Thoughts

The Pursuit of Independence as Your Financial Goal

The Pursuit of Independence as Your Financial Goal

Blog“The Pursuit of Independence as Your Financial Goal" As your financial advisor, I believe a truly great life boils down to a simple, two-part formula: Independence plus Purpose. Purpose is personal—it might be family, community, your faith, or your work. But...

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“A Note on Markets, Perspective, and Gratitude”

“A Note on Markets, Perspective, and Gratitude”

Blog“A Note on Markets, Perspective, and Gratitude" As we approach Thanksgiving, a time for family, reflection, and gratitude, it’s also a time when many of us naturally take stock of our financial lives. The financial news headlines have been hard to ignore lately,...

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