Blog

Thursday, February 18, 2021

When risk management is more important than portfolio returns Imagine if you’d bought Facebook at its IPO. Or Amazon. Where would you be right now? Retired on a beach in Maui? Driving a Ferrari? Living in San Francisco? In the...

Friday, February 12, 2021

The headline may sound counterintuitive, and for many, it is. Every year a Federal Reserve study reveals the unfortunate reality of most Americans’ savings shortfall. In the latest report, 25% of non-retirees have zero retirement...

Monday, January 18, 2021

Early in my career as a financial planner, I helped a family with an estate transfer plan that employed an array of trusts and entities to move and help protect their significant financial wealth. The plan was more concerned with...