Really Big Numbers
Friday, March 27, 2020LPL Financial Research CIO Burt White talks about recent big numbers, including 3 million jobless claims and the $2 trillion stimulus package. Please click image below for video.
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Coronavirus Impact on Markets
Friday, February 28, 2020
February 28, 2020 Dear Valued Investor: “The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week has sure felt like taking an express elevator down, as the end of...
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End Of Year Planning
Tuesday, December 10, 2019
Is Your Financial House in Order?The end of the year is approaching and it's a great time to take steps that can help improve your personal finances. Some items to consider:• If you're not retired, review your contributions to...
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October Scary Thought: If You Die Unexpectedly, What Happens To Your Dog?
Monday, October 28, 2019
As a financial advisor, I talk about estate planning all the time. Many people understand that it’s a very important and unselfish thing to do, but it’s hard to get it done. Some people think it’s about transferring...
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Swimming English Channel, Open Enrollment & Hidden Value of an HSA
Thursday, September 26, 2019
This September I had an honor to visit England and France to see, Karl Fleischer - our client and dear friend, swim across the English Channel. Even though he challenged himself athletically many times, this was quite a feat for Karl,...
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