Building (and sustaining) Wealth 

What does it take to build and sustain wealth today?  To answer this question, you must first define what exactly wealth means to you?  What role does it play as you look forward to tomorrow?  There are no right or wrong answers, each investor may have their own...

Perspective

A year ago, this week the S&P 500 index was hovering around 2,400.  This index tracks the largest and most successful companies in America.  After achieving an all-time high of 3,300 in February 2020, this index quickly contracted by 30 percent in the span of 30...

Why diversify?

What’s the purpose of diversification with regards to your investments?  Why not just own companies you know well or stick with your employer’s stock?  What other diversification strategies should be considered when creating a financial plan? It’s important to...

Box of Legos

Like many families, we have what seems like a million Legos in our house.  They accumulated slowly overtime, typically around birthdays and holidays.  All of our boys have enjoyed playing with them, my youngest still loves them.  Financial planning is a lot like a...