Insights

1st Quarter 2020 Market Outlook

Happy New Year, new decade and new beginning!   I hope this year and decade bring you and your loved ones a lot of fun and

4th Quarter 2019 Market Outlook

Entering the final quarter of 2019, the overall markets are giving us a solid return for the calendar year.  In fact, this is the best

Be Prepared: 7 Estate Planning Tips

No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.

3rd Quarter 2019 Market Outlook

If you see my lovely wife today, please sing happy birthday to her.  Today is her big 4-0!  July also marks the 10thbirthday for our

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