What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Monday, September 29, 2025
For years, crypto has been caught in a tug-of-war: is it a currency, a security, or something else entirely? But now a subtle but genius shift is underway with crypto being categorized as a commodity, here is why this matters...
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Saturday, August 28, 2021
The warning bells on Social Security’s longevity have been sounding for a while and our Financial Advisory firm gets a lot of questions and concerns on this topic. A lot of clients want to take SS early for this reason, but I do...
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Tuesday, May 26, 2020
As a Financial Adviser one of the most common questions my clients ask is whether they should pay off their mortgage early when they have excess cash. It’s important to understand that there is no “one size fits all”...
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