Welcome
Often times there are challenges in managing finances because of inflation, taxes, changing interest rates and stock market swings. When you stop and think about your future and how to manage it today, you stand a chance of getting lost in the financial maze unless you have competent and trustworthy advice.
I encourage you to spend time on my website to learn more about the value I can bring to you. Please contact me to schedule your complimentary consultation to discuss your situation and to experience for yourself the very powerful first steps of our innovative process designed to develop, implement, and maintain your unique plan based on your goals and objectives.
I welcome an opportunity to assist you with your financial future and look forward to helping you plan for a comfortable retirement.
There wasn’t much to ‘Like’ in the financial markets last week…
There wasn’t much to ‘Like’ in the financial markets last week as stocks took a hit on another round of global worries. High on the list of concerns were: Continuing anxiety over Greece’s ability to avoid default and remain in the euro. Rising borrowing costs for Italy and Spain. Ongoing fears of an economic slowdown in China. Loss of faith …
Read MoreEven the smartest guy in the room sometimes makes mistakes.
Even the smartest guy in the room sometimes makes mistakes. Jamie Dimon, CEO of the huge U.S. bank JP Morgan, has been called the smartest guy in the room for his ability to effectively steer the bank through the economic crisis. And, while most of the other big U.S. banks have tarnished reputations, Dimon’s firm was the one that stood …
Read MoreThe most important news last week…
The most important news last week may have actually happened this past weekend. On Sunday, voters went to the polls in France, Greece, and Germany and the results could have a major impact on world markets. French voters sent incumbent president Nicholas Sarkozy packing and, instead, elected Socialist Party candidate Francois Hollande. Hollande “has pledged to shift the burden of …
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