Is Your Retirement Income at Risk?

Worried about what markets will do to retirement income? Not sure about making financial moves that seemed like no-brainers before? Feeling uncertain about what you should do next? I’m offering a Retirement Income Diagnostic to assess income streams and determine whether changes are needed to help protect lifestyles.

Market Insights – October 17, 2020

As earnings season kicks off, stocks endure a choppy week punctuated by lots of uncertainties and volatility


Through your military service, you’ve earned the right to enjoy financial peace of mind. Watch this video to see how we can help.

How to Be Happy When Life Doesn’t Go as Planned

In finance and in life, expectations often eclipse reality. They become anchors for how we evaluate opportunities (like companies and stocks) and our own sense of happiness.

Monetary Policy and the Federal Reserve

While the Federal Reserve’s decisions certainly impact the US (and global) economy, it’s important to know that the Fed does not set economic policy. The Fed does, however, control monetary policy in an attempt to influence the direction of the US economy. Let’s explore the history of the Federal Reserve, its role and how it carries out its mandate.

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is attributable to interest. Whether you are a lender, a borrower, or both, carefully consider how interest rates may affect your financial decisions.

Market Insights – September 11, 2020

U.S. equity markets lose ground for the second week in a row despite mostly positive economic data and less volatility.