3 Red Flags I Look for in a Stock
Not every stock is a good investment. Here are 3 red flags I look for when evaluating a stock, from unusually high dividend yields to slowing earnings growth.
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It’s The Final Countdown… I Mean Quarter
We’re heading into the final quarter of 2026. Here’s a quick look at where the market stands and what we’re watching as we head down the stretch.
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Know Your Number
The most important number in your financial plan may be how much you need to spend each month. Once you know that number, you can work backward to determine what your investments need to provide.
How Much CAN You Spend?
Retirement planning shouldn’t stop at asking how much you need. Once you know what it takes to make work optional, the next question is: How much CAN you spend?
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How Much Can You Spend?
Financial planning isn’t always about spending less or leaving behind the most money possible. See how one client went from asking “How much do I need?” to “How much can I spend?”
How Much Can You Spend? Read More »
It’s a Write-Off
A business write-off can reduce your taxable income, but it doesn’t make the purchase free. See why spending money just for a tax deduction can still be an expensive decision.
Your Investments Aren’t Your Financial Plan
Your investments are an important part of your financial plan — but they’re only one piece. A real financial plan starts with what you want your money to help you accomplish.
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