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Love and Money

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Financial planning is certainly about money, but more importantly, it is about people and their relationship with money. Though this may sound corny or trite, my experience in this profession has taught me that all the good advice in the...
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2019 – What You Need To Know

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I’m sure, by now, you’re tired of the “New Year, New You” headlines – it is already mid-January after all!  And the markets, despite the US Government shut-down, have actually been brushing off bad news and continuing to inch upward. ...
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2019 – Keep Looking Forward

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I want to begin by saying that a well-defined risk assessment forms the core of any good financial plan, and “risk” incorporates the assumption of both good markets and bad.  I stress this point because, despite the recent correction and...
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Markets are Forward Looking

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You’ve probably heard me say many times before that “Markets are forward looking,” meaning that markets move today based on what investors believe the investment conditions (the economy, demand, interest rates, etc.) will be 6+ months from now.  That relationship...
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