Wilderness guides tell us that the way to survive a bear attack is not to flee, but to face it down because you can’t outrun or out climb a bear. The same is true of a bear market. If you flee a bear market, your odds of coming out unscathed […]

LPL Financial recently released their MidYear Market Outlook for 2020. Check it out for updated views of the economy, stocks, bonds and the election and how all these play into the path to economic recovery, and gain some perspective on facing these challenges and preparing to move forward together. LPL […]

No matter how calm you try to stay, life is going to throw some stressful moments at you. It can really affect your focus on retirement planning or other financial goals. One day you might be stressing on the cost of braces or the cable bill. Other days you’re stressing […]

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all the pieces of your financial life. Financial planning requires looking beyond your investment portfolio at the bigger picture of the […]

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can […]

That is the cry of many investors to their advisors at times like these. No, I am not talking about just the Coronavirus times but anytime the market takes a severe and quick drop. Certainly, the S&P 500 down more than 25% within a month is disturbing to us all, […]

I know we have been communicating a lot with everyone lately, but at times like these we believe that there is no such thing as too much communication. We know information is coming at our clients, friends and relatives from all directions – and not all of it is helpful. […]

When the financial markets get volatile, as they have lately, our resolve and patience get tested. You must ask yourself, “Am I glass half full or glass half empty” person? I’m a glass half full kind of guy, and as a financial planner, I say look for the opportunities the […]