Broker Check

Blog

Monday, February 19, 2024

My family and I are in the process of moving. Our 2000 sq feet had been great, but between my wife and four daughters under 10, it's time to upgrade. My brain is hardwired to see a home as an asset to be measured and invested in. My...

Thursday, February 1, 2024

February has always been a special month for me. For one, it is my birthday month and the month I proposed to my wife. February hosts one of my favorite holidays - Valentine's Day. For those of you who haven't met me in person, I am...

Friday, January 19, 2024

Recently, I had the opportunity to participate in Career Day at Beard Elementary. Often, I get to speak to groups of people, but this was my first time in front of the high-stakes critics who are fifth graders. To make my part more...

Wednesday, December 6, 2023

Life is full of decisions that can sometimes result in us being unbalanced. We need to balance today's needs with tomorrow's needs. From time to time, everyone needs to take a step back, recalibrate, and move forward more intentionally...

Thursday, November 2, 2023

I love Christmas, and I love it like a 4-year-old loves it. Much of it stems from loving it as a child, listening to the music, spending time with family, and focusing on the important things in life. I know I am not alone because, as...

Show All

Tuesday, September 19, 2023

People are parts logic and emotion. Logic is boring, but it provides a framework for moving through life in a way that attempts to help make sense of what’s happening around you. It is like a two-dimensional black-and-white map....

Wednesday, August 16, 2023

"Rich Men North of Richmond" has emerged from the densest sticks in the county and resonated with nearly everyone who has heard it. Mr. Anthony from Farmville, VA, has gone viral. On August 8th, a song he wrote and sang was uploaded to...

Thursday, July 13, 2023

Don't have an advisor who is afraid to rock the boat. If doing the right thing results in a little rock.. so be it.

Friday, June 16, 2023

Just because a lot of people say it, does not mean it's true.

Friday, June 2, 2023

A quick beginners guide to financial management

Friday, May 19, 2023

How well do you understand annuities? Here's the place to start.

Friday, March 31, 2023

Never has a recession that may or may not…or maybe already happened been talked about so much. Here's our take...

Friday, March 10, 2023

Netflix dropped a four-part documentary on Bernie Madoff earlier this year.  It is a fantastic docuseries that recounted one of the biggest Ponzi schemes in history.  The series featured personal stories of real clients who...

Thursday, February 23, 2023

Top line numbers and bottom line numbers can be very different. How is winning the lottery like having all your assets in a traditional IRA?

Tuesday, January 31, 2023

To roll or not to roll, that is the question!