The US healthcare system is probably one of the most complex in the world and costs have been rising dramatically throughout the past few years. In this month’s blog, I talk about how to age with...

Being a father to two young ladies and the fact that I am a financial advisor has really made me think about how to teach my kids about money. I feel the educational system is far behind in this...

I recently had a conversation with someone in my service club about investing and it sparked a lively discussion when he learned I was a professional financial advisor. He was very excited to tell...

When I do a financial plan for a new client, part of what I analyze is investment structure. Typically, I see the grand majority of an individuals or families wealth in tax deferred accounts, such...

I got asked recently how to build up your credit score, especially when it comes to a young adult trying to build credit. Your credit score is important because the higher it is, the lower risk you...

This month I tackle a very common question that I receive from my clients. The question of paying down your mortgage by making extra principal payments or putting the extra money towards investing....

Being a Wealth Manager means I sometimes get to field very interesting questions from my clients in regards to things they hear on the radio, see on TV, or are told about by other...

I have gotten several questions from my clients in regards to the possible impacts of Trump’s tax plan.  All we have to go on right now is speculation, but I thought I would go through some of the...

When it comes to the stock market, there can be long periods where stocks will be overpriced or underpriced.  There are several metrics professionals use to determine if stocks are cheap or...

I remember back when I started my career and I was taught to focus on explaining to clients the ‘long term average return” of the stock market. The idea was to get clients to think long term and how...