You’ve played by the rules, diligently saved, climbed the professional ladder and built a nest egg that would make anyone proud. Yet, something still feels missing — like you haven’t yet found your purpose or […]
When markets are down, there are two types of investors. Those licking their wounds and […]
Outside of doing what you can to be your best financially, there are other factors that can steer you in a different direction. Covid-19 would be the most recent example. Here are a […]
On any given July morning, you would normally find me up at 5am with coffee watching the Tour de France. The tour usually starts early in the month, goes for 21 stages, and […]
It’s hard to believe that we are now six months into the pandemic. It seems that everything has changed while paradoxically, nothing has. Typically, by this time of the year, my kids and […]
Greetings from Scottsdale,
2020 has been an unprecedented year with what we have endured. We’ve seen massive disruptions in most aspects of our lives running the gamut from Maple Street […]
With the recent passage of the CARES Act, there are opportunities to help reduce your tax burden as well as support your community through charitable giving. Some of these provisions create an interesting […]
March 29, 2020
Hi everyone-
I hope this note finds you all healthy and safe. I wanted to reach out to you with some major changes […]
Thursday, March 19, 2020
I understand many of you are going through some major changes in your daily lives. I use the principal of “plan for the worst, hope […]
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