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We have a new tool in the toolbox... Options

I am excited to announce that we have an additional investment tool in our tool box to help you potentially achieve your goals, Options. What are Options?

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Two Expert Opinions on Global Risk

Last week I attended the annual TD Ameritrade Advisors Conference. During the conference I had the opportunity to hear several good speakers and felt the knowledge that I gained would be very beneficial to share with you. Two speakers in particular provided excellent insight into the current global political and economic state of affairs. Those two speakers were Ian Bremmer and Michael Hayden.

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Celebrating Martin Luther King Jr. Day

This month we celebrate Martin Luther King, Jr. Day, the anniversary of the great Civil Rights leader’s birth. As holidays go, this isn’t one that gets a lot of attention in many quarters. After all, it lacks the pageantry of Independence Day, or the time-honored traditions of Thanksgiving and Christmas.

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Our 2015 Year In Review

Every January, it’s customary to take a look back at the year that was. What were the highlights? What were the lowlights? What got us to where we are today? Most importantly, “What did we learn?” Recently, I looked at a list of some of the most important—or at least, most discussed—events that happened this past year. As I scanned the list, something jumped out at me. A lesson everyone knows, but that we sometimes fail to appreciate. We all see the world differently—and how we see it says a...

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Financial Security Part III

Christmas season seems to be starting earlier and earlier each year. Long gone is the era of waiting until Black Friday for Christmas sales, decorations, or carols playing over the radio. Cyber Monday is now another day of spending in November. As a financial advisor, my goal is to help you avoid any disasters that might negatively affect your financial situation. With Christmas shopping season beginning earlier each year, I feel it is appropriate to alert you, «Salutation», to potential scams...

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Our Christmas Story for 2015...Merry Christmas!

There’s nothing better than a good Christmas story, and this year I was lucky to come across a great one. As you know, Christmas is about more than just gifts under the tree or colorful lights. It’s about more than commercialism, more than merchandise, more than having another day off.

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Social Security Changes

On Monday, November 2, President Obama signed the Bipartisan Budget Act of 2015 into law. If you heard about this in the news, you likely know the law raises the debt limit, prevents a possible government shutdown, and ensures the United States won’t default on its debt. But here’s something you may not have heard about: the changes to Social Security and the consequences the law has for retirees.

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Part 2 of a 3 part series on financial security

Imagine this scenario. You get an email that appears to be from your bank. You open it and read a message riddled with misspelled words that direct you to “click the link below.” You click on the link, and are taken to a page that looks almost exactly like the website you’re used to visiting ... almost. You’ve been phished.

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Part 1 of a 3 part series on financial security

In the past, I’ve occasionally sent letters on ways to protect your finances from crooks and criminals. Many people have told me how much they appreciate these letters, so I thought it might be a good idea to delve even deeper into the topic of financial security. After all, protecting what you have is important no matter who you are. So for the next few months, I’m going to devote each letter I send to a different aspect of financial security. This month, let’s start with the Big One: identity...

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This Is What You Pay Us For

If you’ve opened a newspaper or kept an eye on the markets lately, you know that the last few weeks have been crazy. Volatility is back, and it’s back with a bang. Currently, we are experiencing what’s called a market correction—a 10% drop from a recent peak. It’s not fun to watch the markets go on their own personal rollercoaster ride ... but it’s not unusual, either. For that reason, I’d like you to remember two things:

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