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To Trust or Not To Trust

August 23, 2019 - A frequent question we hear from new clients is, “Should I have a trust?” The answer is, “It depends.” Let’s cover some of the reasons you may want to include a trust in your estate planning.

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9 Homeowners Insurance Mistakes

August 16, 2019 - Homeowners insurance (HOI) is so universal, it must be hard to go wrong when buying it, right? Actually, it’s probably harder to get it right. Here are nine common HOI mistakes that occur if you … 

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Have Your Been Pwned?

June 7, 2019 - During nearly 35 years in financial services, I’ve seen a lot of great changes for the better: improved investment selections, faster technology, lower fund fees. There also have been a few changes for the worse, including the rise of online financial fraud.

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How to Tame Market Volatility

May 24, 2019 - In my last article, I explained how annual stock market returns often vary widely from their long-term average. That’s volatility for you. If your investing time frame is 12 months from today, there’s no telling where you’ll land. You may touch down exactly where you aimed your investment “parachute,” but you’re far more likely to end up in a tree or a lake.

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