Thoughts

The following articles are for educational purposes only. Periodically, I will share my thoughts on market developments.

March 14, 2025

7 Ways to Spring Clean Your Finances

Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

March 1, 2025

February 2025 Index Investment Return Dashboard

February 13, 2025

Estate Planning: Wills and Probate

Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.

February 1, 2025

January 2025 Index Investment Return Dashboard

January 15, 2025

If Your Insurance Rates Went Up, You're Not Alone

This blog will talk about insurance rates going up and what readers can do about it.

January 1, 2025