A Brief History of Stocks

My mentor in this business often tells me that to be successful, knowing some financial history is essential. Many people would argue that it’s always good to know more about the world we live in but, in a more practical sense, being well informed on history is very helpful to the investment process.

Market Fluctuation — Not As Uncommon as You May Think …

We have all been reminded, recently, that the stock market is a volatile beast. This is a fact investors often forget, especially in the good times. Some of you may be surprised to learnRead More »

In a Season Devoted to Gifts, a Former Client Has Given Me One of the Best

Being an Investment Advisor comes with a huge responsibility.

Clients come to us to help them plan, and save enough, to live out their post-retirement dreams; and, also, to leave something behind for future generations. It’s a responsibility I don’t take lightly.

What’s equally true, though, is clients share that responsibility. I can advise, I can guide, I can share my knowledge and my experience. I can provide a historical perspective and provide Read More »