Category

Financial Planning

Opening Thoughts

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Back in 1978 when I first got involved in the investment business, I worked with a couple of older gentlemen who focused on selling mutual funds, limited partnership units, and term life insurance. Being a young man, I was fascinated...
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Millennial Money Growth

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Did you know Millennials have surpassed Baby Boomers as the nation’s largest living generation? (See U.S. Census Bureau.) There is an emerging consensus that millennials are facing much tougher financial challenges than their parents did. Millennials are often stereotyped as...
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Leaving a Legacy

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On August 5th my mom celebrates her 90th birthday. Happy Birthday Mom!! How time flies. A month from now I’ll be turning the BIG 6-0. It’s shocking—to me too! Time just won’t stand still, however. We just have to make the...
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