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Quarterly Market Review – Fourth Quarter 2019

quarterly market review for Q4 2019 and 2019 annual review

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct – December 2019. (Includes the 2019 Annual Review)

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How to Get Goals Back on Track

Man is happy getting his goals back on track.

What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!

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Values in Action – Financial Freedom Tips

Living our values in action

Your values and long-term goals drive what you need to succeed. In this 4-minute video, I take a deeper dive into values in action—just in time for your end-of-year reflections.

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Annuities – What You Need To Know (Video)

Video explaining annuities

Here we demystify annuities by explaining the different types of annuities—and their fees—so that you can be an informed consumer as you plan for a successful retirement.

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What is Retirement? That Depends on You.

what is retirement - retired couple enjoys reading with grandchild

My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.

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