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2020 the year of the Life Lessons

2020 the year of the Life Lessons

Wow, 2020, where do I begin? I’ve been telling clients for about 4 years, “The market is pretty high, this could be the year that we see a correction”—sure didn’t have any idea that it would be a virus that would take us down and then, after a huge correction be back...
What do the Elections mean to my Investments?

What do the Elections mean to my Investments?

Election Season is here. In my 30+ years of being a financial planner, this is my 8th election. I don’t know if it’s my memory failing me or if this is just a really heated presidential election (hope it’s the latter) but in all of these years, I have never been asked...
Refuel, Refresh, Regenerate

Refuel, Refresh, Regenerate

Self-care is essential, especially now Happy summer! This month I thought in honor of summer and part of the staycation mentality I would talk about self-care. Self-care is always important but during this pandemic I think it is crucial to our well-being. If you...
Encouragement, we can all use some

Encouragement, we can all use some

In April I made a list of all the good things that had happened because of Covid. I am a “The glass is half full” kind of person by nature but in April, I was in more of a “Not only is the glass empty, it’s been smashed” mood. The list was to force me to see something...