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It's IRA Season!

In the financial services industry, from now until April 15th is considered IRA season. This is because investors have until April 15th...

We’re about 1 month into the equity market correction, signaled by the S&P 500 dropping 10% from all-time high levels in July of 2015. ...

Stock market volatility is not new, but it has been in hiding for a while. Over the past couple of weeks, we’ve seen the S&P 500 decline...

I was watching a cable news channel late Friday afternoon when I saw a commercial that caught my attention. The commercial had a...

It’s that time of year that kids hate and parents love. It’s back to school time. Time for the kids to get back to a routine, back to a...

As a financial advisor, I embark on a highly trusted relationship with my clients. Through the years, I have developed some outstanding...

I’ve had a couple of friends and clients go through job changes recently. Perhaps it can be seen as a sign of a strong job market, when...

My dad was always throwing one-liner advice at me when I was a kid, and even as a young adult. I often dismissed them, sometimes because...

Recently, I was at the grocery store with my son. As he usually does while we’re at a store, he found something he wanted. It was a...

Last night, the Golden State Warriors won their first NBA title since 1975 behind their MVP Stephen Curry. Their opponent was the...