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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