Category Archives: Education

This month I thought I would share this recent podcast from Tye Bousada, a portfolio manager and founding partner of Edgepoint Wealth Management. I know that the vast majority of investors do not really pay attention to how their investments…Continue Reading

Much has changed for us in the last year, and when it comes to the markets, the pandemic has raised many questions. I am happy to offer this presentation in conjunction with Franklin Templeton that covers historical market shocks, human…Continue Reading

Let’s face it, we are living in a stressful time.  Most of us are dealing with issues that we never expected to have.  We are changing the way we behave and work, whether we want to or not. Part of…Continue Reading

Are you watching the news right now?  Are you following the US presidential election?  It is hard not to. It seems like it is being talked about all the time on all media.  As a financial advisor, I am getting…Continue Reading

We’ve all been in isolation for a while now and are anxious to get out and return to normal.  But will that normal be the same normal as the before-time?  We are experiencing the biggest medical emergency since 1918.  Is…Continue Reading

Year end statements for 2019 are arriving, so I thought it would be a great time to share this short video from Edgepoint that explains the proper way to calculate your investment return.  It also goes over the difference between…Continue Reading

Happy New Year everyone.  I hope you all have a great year! Have you made any resolutions for 2020?  Have you set any goals?  Have you completed your goals in the past or are does your motivation decline as the…Continue Reading

With the holiday season upon us, our credit cards are starting to take a beating.  For a lot of us, this time of year puts a strain on our finances.  Unfortunately, there is pressure to find the perfect gift for…Continue Reading

Figuring out your income when you retire can be difficult.  There are tons of books and articles that seem to offer easy to follow recipes about how to manage the multiple sources of your income in retirement.  There is, however,…Continue Reading

In my last two articles about life insurance and critical illness insurance, I said that they are often underappreciated financial tools that can help a family in a time of tragedy.  This month, I will take a closer look at…Continue Reading