The seismic events of 2020 and 2021 have brought inflation out of the woodwork and into mainstream for all Americans. Unease about rising prices has reached a magnitude reminiscent of the hyperinflationary period of the 1970s. Since then, the inflati

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When your partner in life passes on, several steps should be in place or addressed immediately to navigate through this very difficult time. When it happens (suddenly or anticipated), it isn’t easy to think logically and move forward. But tragicall

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Retirement and Longevity As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 65 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that t

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Understanding investor behavior to make better retirement decisions. You have recently retired and decided that now that you have more time you will use some of that time to manage your investments. In order to make more informed investment decisions

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Financial advisors are frequently asked for the single best piece of financial advice they could give an investor. We believe the single best piece of advice is to stay the course with an established, risk-appropriate, properly allocated, and well-di

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Taxes play a significant role in determining how much of your investment income and gains you keep. The principal factors in determining the amount you earn on your investments are asset allocation tailored to your personal profile and investment sel

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Most of us need an effective and efficient estate plan to manage our assets during our lifetime or in the event we become incapacitated and to distribute our assets after death. Failure to have a plan often results in assets being distributed pursuan

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As an experienced financial advisor, I spend a good amount of time talking to people about their retirement plans.  Many questions are similar and most depend on your personal financial situation.  There is no magic number or formula, but a

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The financial advisory industry contains countless iterations of services, products, and professionals. The title of an advisor and how they define their services are important, but there is no consistent rulebook for how different services are defin

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I don’t know, and I bet you don’t either. IS IT A CURRENCY? Traditionally a currency must perform three functions: Currency is a unit of account Currency is a storer of value Currency is a medium of exchange So, what does that mean? Unit of Accou

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