As a financial professional, it’s part of my commitment to you to help you guide your financial affairs. One area that is particularly critical to get right is estate preparation and the protection of your loved ones from the unexpected. Proper estate preparation is an act of love and responsibility to those you care about. […]

Markets finally broke the losing streak, closing up for the week as worries about Greece and China faded.  For the week, the S&P 500 gained 0.88%, the Dow rose 1.11%, and the NASDAQ grew 0.69%. Click here to read the full article.

Markets lost ground again last week after Greece technically defaulted on loan payments and edged closer to an exit from the Euro.  For the week, the S&P 500 dropped 1.29%, the Dow lost 1.24%, and the NASDAQ fell 1.92%. Click here to read the full article.

Markets lost ground last week, giving in to nerves about Greece and some early second-quarter earnings reports.  For the week, the S&P 500 dropped 0.40%, the Dow fell 0.37%, and the NASDAQ lost 0.71%. Click here to read the full article.

Last week, markets shrugged off concerns about deadlocked Greek negotiations and rallied on strong economic data, sending the NASDAQ to a new historic high.  For the week, the S&P 500 grew 0.76%, the Dow rose 0.64%, and the NASDAQ gained 1.30%. Click here to read the full article.

If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in with relatives when they became unable to live alone. However, today’s family dynamics have changed and many Americans are reluctant […]