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Where should I direct my dollars?
Choices and tradeoffs on where your dollars may go
Vacations + retirement = time
Set time aside for better vacations and retirement choices
Don’t look now…
Periodically reviewing your investments is a good idea
Pro Bono Planning Tips for Young Adults
Getting a financial head start by talking about your cash flows
The Power of Liquidity – How Cash Reserves Can Help You Make Better Decisions
Thinking back on your employment choices, would you have done things differently? Any “do-overs” with regards to where you worked as your career got started? Maybe joining a startup, or selecting a more established company, or perhaps pursuing another degree?...
How Ongoing Planning May Keep Successful Investors Invested
Acting versus reacting determines long term success.
Why Vacationing Is Important – 2023 Edition
Summer is approaching, schools are almost out, it’s time to get excited about vacation! Financial planning is not all about saving and investing for tomorrow. It’s equally important to spend today and enjoy what you have. Though vacations are still expensive, they...
Preparing to swim in open water, what you need to know:
Swimming in lakes, rivers, and oceans all offer something special beyond the back-and-forth laps in a pool. Swimming with friends for fun or competitively in an event, open water distances can vary. As I expand my distance and discover how far I can swim out of...
Understanding the Difference Between Fixed Income and Equity Investing
Fixed income investing traditionally has been categorized as “safer” when compared to investing in equities. Why is that? Purchasing high quality debt tends to generate less volatility in returns when compared to buying companies. With less up/down in price, the...
Three actions to take after you file your tax return
Chances are your tax return is completed and payments (if any) have been made. This is a great time to reflect on the remaining eight months of 2023. How are you progressing towards your personal and financial goals? A periodic check-in can make the most of your...
Take Action in April for Financial Literacy Month
April is financial literacy month, a month focused on expanding one’s knowledge on a wide range of financial topics. Raising awareness on better financial decisions may lead to a more secure future. How? Perhaps by reading more, listening to podcasts, or...
A Case study in Cash Reserves
Every investor should evaluate their cash reserves before selecting an investment/s. Integrating your cash and investments together into a financial plan can be as simple or complex as your life requires. Let’s look at three different investors at varies life...
NoVa Magazine Top Financial Professional 2024 Winner
NoVa Magazine Top Financial Professional 2025 Winner
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