About Us

Let’s Get Back To Financial Planning: CARES Act Highlights

Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial planning opportunities a bear market and the CARES Act present. There’s so much to talk about starting with focusing on the things we CAN control and that directly impact the path you are taking in pursuit of your financial… Continue reading Let’s Get Back To Financial Planning: CARES Act Highlights

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Fear Abounds – So Now What?

I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice more in the past three weeks than I have in the prior 14 years combined. As a financial planner, we are very disciplined in how we treat the markets, but fear… Continue reading Fear Abounds – So Now What?

About Us

The Markets Aren’t Confident, But We Are

No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. We are seeing it on financial statements already, reading scary headlines, and feeling the anxiety and stress of the unknown. But while markets are facing… Continue reading The Markets Aren’t Confident, But We Are

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3 Things to Consider Doing When the Market Drops

In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for things to get better after experiencing losses like last week isn’t easy. At the same time, the worst thing to do is overreact because stock market history also tells us, what came down, will over time,… Continue reading 3 Things to Consider Doing When the Market Drops

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Ben’s (not-so) Bold Predictions for 2020

Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some predictions for you. I’m not in the game of making guesses per se [I’d rather call them “reasonable assumptions”]. But I share these predictions to… Continue reading Ben’s (not-so) Bold Predictions for 2020