3 Things Investors Should Know Now

A bright spot during this surreal time has been the opportunity for more frequent and substantial communication with friends, family, and clients, as well as having this blog where I can share information and helpful opinions to navigate this new (and hopefully temporary) reality and invest well during Covid. From an investment standpoint, I’ve focused …

Continue Reading 3 Things Investors Should Know Now

5 Ways I Handle My Finances

I give financial advice for a living as a financial advisor (and through this blog and my book), so people ask me how I handle my finances. Here are five timely financial tips:   My mortgage: We refinanced to a 2.75% 10-year adjustable rate mortgage. Ten years from now my kids will be 29, 25, …

Continue Reading 5 Ways I Handle My Finances

What We’re Telling Clients

Our wealth management firm has been proactive with client communication during this latest downturn. We sent out a piece on February 29th addressing the market volatility and then again yesterday as global stock markets approached a 20% decline. The decline has been quick, and when paired with the spread of COVID-19 and plummeting oil prices, …

Continue Reading What We’re Telling Clients