Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends
Whether you wish to protect your family, business and employees, are looking for ways to save taxes or are facing retirement, we can help you address your most pressing financial questions.
Our first priority is defining what financial success means to you. This means helping to fulfill obligations, avoid threats and capture opportunities.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular concepts or products. We'll get back to you quickly with a thoughtful answer.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Healthy habits are one of the greatest gifts to give your child.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Is your estate in order? This short quiz may help you assess your overall strategy.
Tips to avoid checking in luggage on your next vacation.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know how to set up your financial goals for success? This knight does.
The market is as unpredictable as the weather. We’d love to help you prepare.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Learn how to harness the power of compound interest for your investments.