Hello, and welcome to my blog! Here, I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. I am also willing to answer questions and respond to any concerns you may have. If you'd like to contact me with a question you want me to address, please email me, and I can either answer directly or in this forum.
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Thursday, August 11, 2022
ESG (Environmental, Social, Governance) investing involves a set of characteristics used to evaluate potential investments, and their impact on society at-large. These factors generally include how a company cares for and impacts the...
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Wednesday, July 13, 2022
With the significant increase in property values in many areas of the U.S., if you own a home, now may be a good time to review your homeowner’s insurance policy. Why? Well first off, one in twenty insured homes has a claim each year,...
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Monday, June 13, 2022
If you missed last month’s Digital Assets Part I, take a quick read as to why we should be concerned about this area.As we shared in our last post, Digital Assets can include information stored on an individual’s digital devices...
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Thursday, May 19, 2022
This is first part of an updated series on Digital Assets, which we hope will be helpful as the things we purchase and memories we store are more and more intertwined with technology.Part I: What is a Digital Asset, and Why Should I...
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Thursday, April 28, 2022
Legacy can be a subjective, even philosophical topic. What should be handed down to the next generation and how should a person or family be remembered? When it comes to financial legacy, often a critical part of the definition...
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