March Letter of the Month I hope you are doing well today. Lately, I have been receiving lots of questions about an important topic: long-term care. To ensure that you and your loved ones can adequately prepare to …
Tax Season Kick-Off
February Letter of the Month I hope this message finds you well. As the tax filing season gets underway, I’m reaching out to all of my clients regarding the deadlines for individual and business income tax …
Important Security Notice: Protecting Against Scams Targeting the Elderly
Special Newsletter I hope this message finds you well. We are writing to you today with a vital message regarding recent scams that have been targeting the elderly, and it's essential to stay vigilant to protect yourself and …
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Markets & Marriage
Your investment strategy is a lot like a marriage. One day you may feel like everything's going swimmingly. The next day, there might be an argument over who forgot to load the dishwasher. And even the best marriages and …
Election 2020: Be Confident. Be Bold. Be Patient
It should come as no surprise that the economy is the most crucial issue in the upcoming election. But here's something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months …
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Election 2020: Managing Your Emotions
It's a startling statistic. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.[1] Second-guessing your investment strategy is …
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Race for a Vaccine
A U.S. drug company recently said that it's in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.[1] Great news. But it seems like every few days …
COVID-19 Relief for Federal Student Loan Borrowers
This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year. But that's not all that's different. The current administration has issued an executive …
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