facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Blog

%POST_TITLE% Thumbnail

Why A Financial Plan Is Important To You

We have begun the process of reopening our economy after a disastrous few months that has tested us physically, emotionally, and financially. Many have realized that they were caught unprepared for such a monumental shift in their financial lives. Do I have enough in emergency funds in case I lose my job? Am I too heavily invested in the markets? Am I prepared in the event that a family member becomes sick or worse? These are all questions that you may have had in the past but become top of mind in a crisis situation. Having a financial plan in place allows one to envision some of these risks and put in place the resources to help mitigate them as they arise.

Insights
%POST_TITLE% Thumbnail

Whats Next For The Covid Economy?

Ultimately, I believe in the power of the human spirit in general and the ingenuity and adaptiveness of the American people in particular. We have seen huge swaths of our population lean into each other for support. The bravery of front line caregivers, the resilience of workers in essential businesses, and the willingness of the average person to adapt their lives to quarantine, all give me confidence that our society is strong enough meet the challenge of Covid.

Insights