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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Saturday, January 9, 2021

Equity Traded Funds or ETFs and for the sake of this article, ETNs and index funds, have become very popular in the last 15 years. (I will refer to Index Funds, ETNs and ETFs as ETFs for the rest of the article) How far you might ask?...

Sunday, December 20, 2020

Life Insurance Imagine if something happened to you while training, on a deployment or driving across town to get the groceries. What would those that depend on your income do to make ends meet? How would they pay the rent or mortgage?...

Monday, November 23, 2020

Do you need long-term care? Have you had the experience of taking care of a family member as they age? I meet people regularly looking for strategies, solutions and ideas to attack their financial problems, concerns or accomplish...

Tuesday, November 17, 2020

Have you ever made a bet that you were almost certain you would win only to be wrong? If you had to go back and make the same bet again would you do it? How we make decisions and the information we choose to inform our decision making...

Monday, November 16, 2020

Keeping track of our financial information, accounts and information with SEI Private Trust can be handled by way of their online login and portal. Information available in your online portal with SEI - Tax Documents, Account Documents...

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Thursday, November 12, 2020

The election is over. How do you feel? How did the experience inform or change the way you made financial decisions this year? Will it affect the way you make decisions next year? A few thoughts, questions and observations before you...

Tuesday, October 27, 2020

Check out this video: https://share.vidyard.com/watch/omg2CdCxY219Pn9Gh4d9dy? There are a lot of different professionals who provide financial services. They have titles like financial advisor, wealth management advisor, financial...

Monday, October 26, 2020

When I meet with prospective clients they ask me all kinds of great questions. One question I get often is "Are you fee only". Below is my response. Check out this video: https://share.vidyard.com/watch/VQzjJWhJMbDkmxZwrJrn2y?

Saturday, October 24, 2020

Are you nearing retirement? If you are, take time to setup an account on SSA.gov. Doing so will help you access important information about your social security benefits. This information will help you and your financial planner...

Sunday, October 18, 2020

Check out this video: https://share.vidyard.com/watch/NTDv3c4ac1uW5rL83BCPWe? Seeking out advice, receiving advice and actioning advice are three separate actions.

Sunday, October 11, 2020

Wednesday, March 13, 2019

I was watching a segment of Mad Money on CNBC with Jim Cramer the other day and it reminded me there are a lot of retail investors who do not work with a professional advisor. While you may not need an advisor to do everything for you,...

Wednesday, March 13, 2019

How would you feel if that asset lost value or became worthless tomorrow? Would it change your life style? Would it change the lives of your kids, parents and other family members? How would it impact your financial goals and your...

Wednesday, March 13, 2019

I recently took the plunge and checked out several so called “Robo Advisor” services. I also reached out to a banking institution that primarily provides banking, financial and insurance services to military veterans. I...

Wednesday, March 13, 2019

You ever have that feeling you could be doing something better? You pay all your bills on time, but you have a lot of bills. Do you find a large portion of your paycheck is already earmarked for: student loans, car payment, your living...

Wednesday, March 13, 2019

This is a common question I get from prospective clients in regards to investment selection. We might be at a social event, having an initial consultation or meeting after one of my educational events. They are interested in the...

Wednesday, March 13, 2019

As the spring buying season gets underway I frequently receive the following question from a first time home buyer or two. I get asked if IRA assets can be used to make a down payment for a home purchase. The short answer is yes, for...

Monday, August 6, 2018

The first time I observed such a loss was in 2010. I was deployed to Iraq serving as an Operations Officer for a HIMARS Battalion (i.e. rocket artillery). We had soldiers all over the country ready to meet the indirect fire support...