Blog


NEWS & UPDATES

bug-1

 


Turbulent Times


With the Dow Jones Industrial Average swinging around seemingly 1,000 points at a time over the last several days, we’re mindful that investors haven’t seen this kind of volatility for some time.  Amplifying the stock market swings is the fact that 2017 saw a historic absence of volatility in the stock market with a fairly […]

CFP Board Certification


On December 7, 2017, culminating two years of arduous work, I became certified by the CFP Board of Standards. The credential comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s strictly enforced Standards of Professional Conduct. The CFP® process involves five […]

Identity & Credit Defense


Recent revelations regarding the security breach of the credit reporting agency Equifax, more lately, the SEC, are indeed troubling.   These are organizations that should be impossible for hackers to penetrate. But, I suppose it’s worth sharing that I spent a few years early in my career as an analyst in a national bank’s fraud department […]

Dow 40,000?


That’s right… Dow 40,000.  Do we have your attention?  With the index having breached 20,000, it seems quite reasonable to begin talking about Dow 40,000, right?  After all, the market has largely been on a so-called “Trump rally” since the election, seemingly doing no wrong and heading toward the stratosphere.  Surely Dow 40,000 is right […]

Holiday Thoughts


As we close in on the Christmas holiday and the end of 2016, we’re reminded of  how much there is to be grateful for, even in the face of known concerns and uncertainties so vague we never even know they truly exist until they step out into the light. It’s been an extraordinary year. After […]