Hope you are enjoying 2024 thus far. 2023 was an eventful year in the U.S. financial markets, to say the least. Given this, I imagine you may have some questions about what’s to come in 2024, so I thought I would reach …
Long-Term Care on the Rise
March Letter of the Month I hope you are doing well today. Lately, I have been receiving lots of questions about an important topic: long-term care. To ensure that you and your loved ones can adequately prepare to …
Tax Season Kick-Off
February Letter of the Month I hope this message finds you well. As the tax filing season gets underway, I’m reaching out to all of my clients regarding the deadlines for individual and business income tax …
Important Security Notice: Protecting Against Scams Targeting the Elderly
Special Newsletter I hope this message finds you well. We are writing to you today with a vital message regarding recent scams that have been targeting the elderly, and it's essential to stay vigilant to protect yourself and …
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Markets & Marriage
Your investment strategy is a lot like a marriage. One day you may feel like everything's going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and …
Election 2020: Be Confident. Be Bold. Be Patient
It should come as no surprise that the economy is the most crucial issue in the upcoming election. But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months …
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Election 2020: Managing Your Emotions
It's a startling statistic. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.[1] Second-guessing your investment strategy is …
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Race for a Vaccine
A U.S. drug company recently said that it's in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.[1] Great news. But it seems like every few days …