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I strive to build a reputation within the industry as someone clients could depend on. Helping clients address their retirement goals is incredibly rewarding. Over the years, I've formed decades-long friendships with the people who value me with their investments.

This blog will be somewhat of a journal for me to share my thoughts and insights as I navigate the field of financial services alongside my clients.

Friday, May 16, 2025

Is Now the Right Time to Invest in Gold? Everyone has seen actor William Devane come across your TV screen urging you to protect yourself by investing in gold. Devane has compared the stability of gold to a 200-year-old tree, he's...

Wednesday, April 23, 2025

Tracking inflation is like herding cats these days. Should you believe the monthly updates from the Bureau of Labor Statistics, what the Fed says about future prices, or your own experience at the grocery store? The answer is maybe a...

Tuesday, April 22, 2025

The Federal Reserve (Fed) is anticipated to adjust interest rates four times in 2025, potentially reducing the current federal funds rate of approximately 4.33%. While these expected rate cuts usually dominate financial news, ongoing...

Monday, April 14, 2025

Market volatility is nothing new. In fact, the S&P 500 has averaged a 14% correction every year since 1980, even in years when the market ultimately finished strong. These pullbacks can feel jarring, especially when they're accompanied...

Sunday, April 6, 2025

Do me a favor: print the chart in this email and pin it to your wall. I want you to have a constant reminder that stock prices see pullbacks several times during the year. It’s a normal, healthy part of the investing cycle. Is it...