Every year is exciting. Every month that Doug and I get to partner with your family is an honor.
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How do I know when I need a financial planner? Every day I answer questions from friends, family and sometimes other financial advisors.
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In 2023 we will compete directly with the largest investment banks while maintaining our independence.
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Every day I answer questions from friends, family and sometimes other financial advisors. This is where I post the answers.
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We acted just like we promised. By now even your hairstylist knows that the reason the stock market and bond markets have been down this year is due to
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Instead of hearing about the world economy’s finances, we want to share how you are doing.
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Back and forth go the public stock and bond markets. This week’s valuations are higher but overall the market has been stuck in range since Summer began.
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You hired us to oversee your assets, liabilities, income, expenses and how all of those elements of your financial life work together.
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We always work by volunteers. From office management to puppy raisers, puppy walkers and puppy sitters. We are very fortunate.
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"I am more pro digital assets, but with some very large caveats."
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Remember that your wellness is not determined by short-term swings of GDP. In the long run, neither is your retirement.
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"The first thing you have to do is actually know what's in your portfolio."
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