As The World Improves
If your way of assessing the state of the world is only through stories gleaned from the regular media, then you are likely missing out on all the marvelous and wondrous advancements of human society over the previous years and decades. With news reports during the final months of 2018 focusing on market volatility […]
What a Month!
In my last email, I was blunt about the tough quarter we had to end 2018. It was a significant pull back and not a fun way to end the year. Today, I’m excited to report that we had a fantastic start to 2019! Starting in the last week of December, we witnessed an extremely […]
How to Achieve Financial Success
It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true: Set Objectives Goal setting is the foundation of achieving financial success. If you don’t have a target to shoot for, […]
Everyone Needs an Estate Plan
Ralph became concerned about what would happen to his hard-earned estate after seeing what had happened to some people he knew. Vivian had remarried and chose to cut costs by using a do-it-yourself will kit. Because she had not allowed for the obligations set out in her deceased husband’s will, it took years and […]
