Worried about another market crash?

Hard to believe that earlier this year the Dow Jones was on pace to hit 30,000 (29,551.42) before crashing to 19,173.98.  At the time of this writing it has recovered

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Key Takeaways from the Berkshire Hathaway Shareholder Meeting

For this blog post I thought I’d cover Warren Buffett’s Berkshire Hathaway Shareholder meeting which was Saturday, May 2nd. As a Buffett nerd I was saddened to miss this year’s

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What You Need to Know About The CARES Act And Stimulus Check

For this blog post I thought I’d cover the historic passage of the CARES Act and how it might benefit you.  Facts On the CARES Act Stimulus Check You do

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10 Smart Money Moves for the Coronavirus Lockdown

I want to help you financially prepare for the Coronavirus (COVID – 19) lockdown. I have prepared my 10 smart money moves you should consider making. Let me says this,

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Coronavirus and Market Update

Several people have contacted me about the Coronavirus and the panic in the stock market.  We went from a new record in the market to a correction in 6 days!

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How To Help Local Veterans During The Holidays

How To Help Local Veterans During The Holidays The holidays are the time of year where we give thanks and give gifts to our loved ones.  It’s also a great

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90th Anniversary of Back Tuesday

The 90th anniversary of Black Tuesday will take place on Tuesday, 29 October 2019. It is one of the worst days for the stock market, losing an outstanding sum of

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Recession Planning Tips

September is one my favorite times of the year.  The weather is finally cooling down, kids go back to school, but what I really enjoy the most is football is

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I’m Proud to be a Veteran Owned Small Businesses

I recently completed the certification process with the U.S. Department of Veteran Affairs for my firm to become a Veteran Owned Small Business or VOSB.  This designation isn’t nearly as

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Why I Started An Independent, Fiduciary and Fee-Only Financial Firm

I recently made the decision to leave the broker-dealer I worked for to start my own independent, fiduciary and fee-only firm.  Many people inquired about this bold move and if

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