Serving as an executor (or personal representative) can be a lot of work and take a lot of time, so it’s understandable …

When it comes to managing investments, “don’t put all your eggs in one basket” is probably one of the oldest and arguably …

Congratulations! You’re getting remarried! How exciting! And maybe a little terrifying? Like just about every big decision in life, there are probably …

Congratulations, graduates! This is such an exciting time in your life. Your future is full of possibilities… and pressure! When you graduate …

We can probably all agree that just about nothing in life lasts forever. Life is full of changing seasons.   “Every new beginning …

This past week Barron’s announced their 2024 list of “America’s Best Financial Advisors“.  In the financial planning world, awards from industry giants …

Why Young Adults Need to Prioritize Estate Planning Losing someone you love is without a doubt, one of the most difficult experiences …

When it comes to investments, financial advisors talk a lot about indexes.  We’ve probably all at least HEARD of the Dow, the …

In today’s blog: a poodle named Scarlett, offended by my investment advice, teaches us an important lesson about the biases that can …

Over the course of my career as a financial advisor, I’ve discovered a lot of misconceptions (or “myths”) in the financial industry.  …