The current investment markets volatility is unfun. We understand. Our role is to separate the facts from the froth. Little reported fact: the S&P 500 last week was actually up 0.61%. You may have not caught it on the news. Volatile markets that today are caused...

Last week was a rough ride for the markets with news of the coronavirus spreading. You may be looking for advice on what to do. I've been in the industry over 25 years, and I endeavor to look at the world through the lens of facts and history. News reporting has...

By now, you've been hearing about The SECURE Act of 2020. How does this affect you? Andres Romero of E2E Financial walks you through it in this quick video. Have more questions about The SECURE Act?  Reach out - we're here to help.

Information security is a constant battle when there are criminals waiting to take advantage of you and scam you. So while it's easy and it would make sense to shorten the year 2020 to simply "20" when signing paperwork, it's best to protect yourself by writing out...

Social Security is a major source of lifetime retirement income for most Americans. As you near retirement, determining when to claim your social security benefit is one of the biggest financial decisions you need to make. Watch this 3-minute video to help you...

Many people are interested in socially responsible investing, also called sustainable, responsible, and impact investing, or SRI Investing. This type of investing lets people put their money into companies and/or industries that align with their personal values and...

As the new year approaches, our thoughts often turn to where we are and where we're going. Does your financial plan need fine-tuning? Check out this brief video.

I have been cooking the Thanksgiving turkey for the good part of twenty plus years. Even when Thanksgiving is not at my house. Why? The turkey is fantastic! I have Alton Brown to thank.  Here is his recipe. The secret is in the brining. Not up for brining? Marketing...

Women have more opportunities today to pursue financial success than ever before. yet on their path to financial independence, women often face obstacles that their male counterparts don't. Let's look at some of these challenges and tips to overcome them in this short...

Chances are, your retirement income will come from a variety of sources, which will need to be thoughtfully and carefully combined, like pieces of a puzzle. Let's take a look at the more common pieces in this 3 minute video.