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Umbrella Insurance – Don’t get caught in the rain!

We find that umbrella insurance is one of the most overlooked, least known insurance policies from clients we work with. They know about basics of ...

Can your home or auto insurance stop you from retiring on time?

Why is my home and auto insurance important? We often find that most clients neglect the role their home and auto insurance play in their ...

2020 Election and Your Investment Portfolio

The “Questions” we are getting Just as in 2016, we are fielding many questions about the elections. The questions come in the form of the ...

3 Common Mortgage Refinance Questions

Given the current historic low interest rates, we are getting these three questions a lot: Should I be refinancing my mortgage right now? Do I ...

The DOW Has Made Changes, What Does This Mean?

News hit recently that the Dow Jones Industrial Average (DOW) has made changes to its lineup of stocks for the first time since 2018. The ...

The CARES Act Stimulus Package: What You Need to Know!

On Friday, the President signed into law the largest relief stimulus package ever; the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). The CARES ...

What are you eating to stay healthy during the quarantine?

Everyone that knows me knows that I love salad.  Here’s a very easy, hearty superfood salad that I made:  Makes 2 meal sized portions: 2 ...

If Everything in A Store was 30% Off, Would You Go Shopping?

During these kind of times in the markets there can be very little room for optimism. People are seeing their accounts lose value day after ...

What A Long Year This Week Has Been

I wanted to take some time to reflect on the week that was March 15th-21st, 2020. I think the phrase “what a long year this ...

Does the Market Decline Represent an Opportunity for Long-Term Investors?

During volatile times in the markets, there tends to be very little room for optimism. Many people have seen their investment portfolios decrease in value.  ...

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