Jan 9, 2026 | Behavioral Finance, Financial Planning, Investing, Retirement, Weekly Financial Thought
Blog “5 Keys to Investing in 2026″ I enjoyed reading this recently published piece from American Funds. Yes, there are concerns as we enter into 2026, but is there ever a perfect time to invest?? What a difference a few years can make. At the start of...
Dec 26, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Issues that effect todays Market, Retirement, Social Security, Tax Concepts for Retirement, Weekly Financial Thought
Blog “Merry Christmas and Happy New Tax Year” We want to wish you a very Merry Christmas and hope that you all find time to celebrate with family and loved ones this holiday season. As we end one year, another starts and with a new year comes quite a number of...
Dec 12, 2025 | Behavioral Finance, Financial Planning, Investing, Retirement, Weekly Financial Thought
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....
Nov 28, 2025 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Retirement, Weekly Financial Thought
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...
Oct 31, 2025 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Weekly Financial Thought
Blog “The All-Time High Dilemma: Why 2025’s Records Are Just Another Step” The 2025 Market Story So Far As we head into the final quarter of 2025, it’s hard to ignore the headline: the stock market is setting records again. The S&P 500 index recently...
