Recently a prospective client sent an e-mail with some questions he wanted answered before engaging a financial adviser. I thought others might share these same questions, maybe about me or even other advisers they have. Here, with permission and a…
Eating my third breakfast of the day at I-don’t-know-what-o’clock, I had a frightening realization: Is this pandemic quarantine what my retirement will be like? Clearly, I’m not the only one thinking about it. From memes all over Facebook to…
Many people are looking at a drop or loss of income due to the coronavirus shutting down 25% of the economy. I’ve been reading about hardships for everyone from optometrists to restaurant workers to minor league baseball players. If your…
After the usual partisan haggling, Washington has presented citizens with the Coronavirus Aid, Relief, and Economic Security Act, cleverly known as CARES.* What does it mean for you? Here, as usual, are the very broad strokes of the Act that…
If this pandemic has taught us anything it is that everyone has questions, problems, goals, victories, losses, fears, gains, excitement, despair, greed, generosity, and insecurity about money. You don’t have to be poor to worry about money or rich to…
In case you are wondering what goes through the mind of financial advisers during brutal stock market downturns, here is a peek behind the curtain. Obviously, just me, I can’t speak for all my adviser friends. Feeling #1: Discouraged.…
