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Going Back to Basics – Jan 2021

With a new year upon us, and 2020 behind us, now is a good time to go back to the basics with your financial planning. Even the best laid plans are subject to the events that happen in our individual lives and in the world. The financial markets are not the same as they were a year ago and, after 2020, we are certainly not the same individuals that we were a year ago. There is a new reality; and with that comes new perspective. Having at least an annual review of your plan is vital to its succes
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Good News for Finances - Dec 2020

Despite all the turmoil surrounding the election, and a surge in the COVID pandemic, there is some really good news to share.
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Investing Perspective Highlights –Nov 2020

With all that is happening in the world today, a discussion from an investing perspective may be a good idea. We have highlighted some topics that people need to be aware of. Thinking about these can be overwhelming. We can help you through this. If you would like to discuss any of these, please contact us.
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Jay's Timely Topics for Discussion -Oct 2020

The point we are at now may prove to be one of the most profound times in personal finance history. Never before have we had all of these circumstances occurring at the same time. Now is the time to be talking to us about the impact of these on your financial plan. Below is a list of some of the issues and strategies we are reviewing with our clients. If you would like to discuss any of these, please contact us.
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Check the background of this financial professional on FINRA's BrokerCheck