Trump Trends

Love Trump or hate him. There are real trends that have direct effects on markets. 

Be Thankful for Investments

In this pleasant season of thankfulness, many spend time reflecting on the blessings in their lives. When you count your blessings, are you naming your investments? Here are three reasons why you, and your family, can give thanks for them year after year.

What My Investments Mean to My Family

Most of our clients are over 55 and know what they want. But sometimes people are referred to me that simply want to know how their investments can help their family. Until you understand what money really is, raw material to live a life, can you appreciate and respect the investment process? How about I share with you what I do to take care of my family?