Top 10 Questions I Receive as a Financial Advisor

01-When can I retire? Like any good political/philosophical answer: it depends! The key question is how much is needed to meet you needs and wants in retirement. I’m reminded of a story from a podcast that I recently listened to of a client that was informed of an...

Market Selloff & Rebound

Times like these conjure up all manner of emotions.  We want to take a moment to remind our clients (and ourselves!) of a few long-standing investment and planning axioms:   1.        Timing the market is a fool’s errand.  It “feels” safe to take risk off the table as...