Are you asking the RIGHT questions? Are you asking the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right…

It’s Time to Hold Your Advisor Accountable  Most wealth advisors follow the same plan for every affluent person who walks into their office. That’s crazy! You’re unique, and you deserve…

During November and December, I want to help you spot time-sensitive planning opportunities. Perhaps you… • Are considering making year-end gifts to charitable organizations or family members and need to…

Just a quick note to offer some perspective on the (many) headlines floating around.There are plenty of things to be worried about right now, so I’d like to pause for…

Do you feel like the economy isn’t making a lot of sense right now?Is there a mismatch between the headlines and your perception?If so, you’re not alone.There’s a big divide…

I’m writing to offer some thoughts on the horrific situation unfolding in Israel.The devastating terrorist attacks have already cost thousands of lives and may profoundly affect the region.While the violence…

What’s going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let’s discuss. Why did markets melt down? A combination…

Ever wonder why some people are perfectly calm during market swings…While you’re left wondering what’s going on? And what you should do next?If you’re 100% happy with the advice you’re…

Is a new recession warning flashing? Let’s discuss. You’ve probably heard me say that consumers (like us) are the backbone of the U.S. economy. It’s true. Consumer spending accounts for…

You might have heard that Fitch downgraded the U.S. government’s credit rating in August. 1What does that mean for you?Let’s discuss.Who is Fitch Ratings, anyway?When companies and governments issue bonds, the…