Here’s the thing: Even though we had been enjoying our record-long bull market and knew that it couldn’t last forever, no one saw our current situation coming. For example, when we turned the page of our calendar to 2020, analysts predicted modest returns (1) and the financial world saw little risk of a recession.  But […]

What financial challenges do you face right now? Maybe it’s balancing investing for the future while minimizing taxes. Or possibly growing a business while also providing for your family. Or maybe you know you need to prepare for retirement, but you just don’t know where to start. I get it. After 20 years in this […]

Life is full of unexpected twists and turns. While we may start out in one career, our experiences may show us other areas we want to pursue, needs that aren’t being met, or open doors to new opportunities. That’s exactly how I found my way into a career as a financial advisor. First Career Steps […]

As global markets continue their roller coaster ride due to fears surrounding the coronavirus, our most recent bull market officially turned into a bear market. But what does that mean? And are we on the verge of another recession like the one we had in 2008? In light of all these concerns, today we’ll share […]