Can you recall some of the “defining moments” of your life? If you’re like most people, these moments include things like graduating from high school or college, starting your first job, getting married, having children, or retiring from a former profession. In the life of a business, there are also defining moments. When I started… Read More
What Kind of Insurance Do I Need?
Have you ever talked to a pushy insurance salesman? I have…and let me tell you, it’s NO fun. It doesn’t matter what question you ask them, the answer is always, “More insurance!” So, if you’ve ever wondered, “What kind of insurance do I REALLY need?” I’ve put together a list of 7 types of insurance… Read More
Is It Time to Get Out of the Stock Market?
Financial markets around the world spiraled downward last week. As I write this post, the S&P 500 (the 500 largest stocks in the United States, by market capitalization) is approximately 10% lower than the all-time high it reached earlier this year. So, what’s an investor to do? Is it time to get out of stocks… Read More
How to Invest Your Retirement Savings
As a financial advisor, one of the most common questions I hear is, “How should I invest for retirement?” In fact, it’s probably a question you’ve asked yourself. With all of the investments available today, it’s easy for the average investor to feel lost in the woods. Fortunately though, there are really only three options… Read More
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