The team at Wealth Advisors would like to wish you a Happy 4th of July! Whether you are celebrating America’s birthday at the pool, a park or in the backyard, we hope that you enjoy your time with your loved ones. Just a reminder, our office will be closed on Thursday, July 4th; we will…
As you know, many people invest in the stock market as a way to save for retirement, secure additional income, or create financial security for themselves and their families. They strive to “put their money to work” as the saying goes. This may be a healthy mindset, and for some people, it’s the whole point…
When it comes to helping people pursue their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you want to save for retirement, start a business, travel the world, or simply leave a legacy for…
It’s June, and that means Father’s Day! As you know, Father’s Day is a chance to tell our dads how much we love and appreciate them. A chance to say “thanks” for providing for us, protecting us, and teaching us – this last above all. The older I get, the more I realize how important…
As a financial advisor, I get the chance to meet new people every day. Some want help with creating a financial strategy; others just want a second opinion of their investment portfolio. But regardless of who they are or what they want, pretty much everyone asks me the same question: “How can I grow AND…
Normandy. D-Day. Operation Overlord. The events of June 6, 1944 are known by many names, and have been commemorated in countless books, dramas, and documentaries. You’ve seen the pictures of GIs wading through rough, freezing water onto a murderous, mine-strewn beach. You’ve heard the stories of those who braved smoke and shell to scale the…
New Tariffs 2019 After months of relative quiet, the trade war between the U.S. and China has erupted again in a big way. The markets are the most immediate casualty, with the Dow plunging over 600 points on Monday alone.1 In all likelihood, you’re probably more focused on things like spring cleaning and your upcoming…
The Origin of Mother’s Day Did you know that there are more calls made on Mother’s Day than any other day of the year? It’s true! Across the US, phone companies deal with the highest volume of calls on Mother’s Day.1 It makes sense. After all, Mother’s Day is a celebration of our most important…
It is all too often that I have a conversation about how to handle a Will or Power of Attorney and send people off with good intentions to get their estate documents in order. Too many times I have a follow-up conversation a year later and find nothing has been accomplished. Don’t become one of…
“We are now in a bear market – here’s what that means.” – CNBC headline on December 24, 20181 “The stock market rally to start 2019 is one for the history books.” – CNBC headline on February 22, 20192 If you’re like most people, it’s probably not uncommon for you to plan your day or…