Blog
2020 Charitable Giving – Parade of Non-Profits
This is the week that your inbox is full of requests for end-of-year giving. Everyone is trying to make a final push for the year in hopes for a positive impact for their cause. And why not? Charitable giving makes you feel good but it can also provide a tax benefit...
The Greenway Gazette – Beneficiaries
Q4 2020 Ruminations from your Financial Advisor and Money Coach As we are in the midst of the holiday season, beneficiaries are on my mind. You are gathering either in person or via Zoom with your loved ones. Odds are these loved ones are also the beneficiaries of...
Retirement Income Planning and its Similarities to Setting up a Backyard Pool
Because it is Retirement Planning Month, retirement income planning is on my mind. No, not my retirement, (but it is never too early to start planning for retirement!). Recently though, I thought about Retirement Income Planning when I was setting up a pool in my...
1st Quarter 2020 Market Review
Please click the link below to view our Q1 2020 Market Review. Q1 2020 Quarterly Market Review
Monopoly Jr and Behavioral Finance: How playing a game can help children with money
While playing Monopoly, I saw a great opportunity to further my children's instruction on money management I didn't realize playing Monopoly,\ Jr would also be a lesson in Behavioral Finance! In the times of social distancing and quarantine, I, like all of you, have...
Our April 2020 Newsletter: The Stock Market vs The Economy is out!
Please click the link below to view our April 2020 Newsletter: The Stock Market vs The Economy. April 2020 Newsletter
Our March 2020 Newsletter: Keeping Calm During Market Volatility is out!
Please click the link below to view our March 2020 Newsletter: Keeping Calm During Market Volatility. March 2020 Newsletter
Hot off the Press: February 2020 Newsletter: Coronavirus and the Markets
Please click the link below to view our February 2020 Newsletter: Coronavirus and the Markets. February 2020 Newsletter
Our January 2020 Newsletter: How will the US and Iran conflict affect oil? is out!
Please click the link below to read our January 2020 Newsletter: How will the US and Iran conflict affect oil? January 2020 Newsletter
Planning Your Finances vs Planning a Vacation
Winter vacation is over and we are back in the swing of things! This winter break I decided to do something I swore I would never do: drive to Florida. I needed a vacation and some fun in the sun! With the addition of twin babies, flying with four children, a double...
Q4 2019 Market Review
Please see our Q4 2019 Market Review by clicking on the link below. January 2020 Monthly Market Review
Happy New Year!
It’s a new month, new year, new DECADE!! The New Year is often a time when people reflect on their past and make promises for positive change in the future. I have made a few resolutions for 2020 and you’re reading one of them right now! With the revamp of...