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Archives: Newsletters

Volume 3, Issue 1

In many ways, our financial health is no different than our physical and emotional health. In fact, they’re all connected, and require some work and commitment on our part.

Volume 2, Issue 11

If recent events have taught us anything, it’s that life can throw us curveballs at any time. If you are unprepared, it could impact your plans for retirement and could place added stress on your relationships with family and loved ones.

Volume 2, Issue 4

The possible economic fallout of COVID-19 has already been compared to that of the financial crisis of 2008. This time, however, I believe it’s different because during the financial crisis, it was really just the financial industry that was affected.

Volume 2, Issue 2

Lately, it doesn’t seem to take much to provide investors with reason to buy and continue to push the stock market upwards. Each day some sort of data or report is presented, and the financial media and stock market cheerleaders seem to find a way to put a positive spin on it.