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Periodic Thoughts

We appreciate your business, and we know you are busy, but I want to share a very important...

Thank you to all our clients and customers for voting for us again this year!

AS A FIRM focused on financial planning and investment management, one of the most common questions asked from...

There was no New York Stock Exchange in biblical times but wise and wealthy King Solomon knew how...

With all the graduation celebrations this time of year, I am reminded of all the conversations with parents...

Benefits Of A Financial Plan “In preparing for battle I have always found that plans are useless, but...

“An investment in knowledge pays the best interest.” — Benjamin FranklinIs there more to investing than just stocks...

Investing has a purpose and it’s important for an investor to be able to support their purpose. As...

Health Insurance Taxation An individual may be an employee or employer so the tax impacts will vary depending...

The last 12 months has definitely been very surreal. You may have been extremely excited to celebrate a...

It’s said that old habits die hard, especially bad financial habits. Overspending and no savings can make you...

For decades, people fought to legalize sports gambling in the U.S. The advent of fantasy sport leagues helped...

Do you want your children to manage their finances smartly in the future? Wondering how and when to...

It seems daily, I see a new story of someone telling of a significant increase in their wealth...

The year 2020 has definitely been very surreal. You may be looking forward to celebrating the New Year...