Wealth Advice That Supports Your Life Choices
Whether you’re in the early stages of building wealth or further along, we’ll create a financial plan to help you achieve the goals you’ve set for yourself.
Meet JB
The way you think about your goals, aspirations and challenges influences the way you think about saving for the long term, so after I better understand your personal and financial situation, I’ll create a wealth plan that meets you at whatever stage you are in life and make sure you stay on track to achieve the goals you’ve set for yourself.
Insights
Trick or Treats as We Move Into Late Fall? Perhaps a Bit of Both.
“I used to think that if there was reincarnation, I wanted to come back as the president or the pope or a .400 baseball hitter. But now I would like to come back as the bond market. It can intimidate everybody.” —Well-known political strategist James Carville In...
September Fed Rate Cut Melt-Up: Warranted—or Prelude to an October Meltdown?
Statler (S): That was the worst thing I ever heard! Waldorf (W): It was terrible! S: Horrendous! W: Well, it wasn’t that bad. S: Oh, yeah? W: Yeah, it was GOOD, actually. S: Yeah, bravo! S & W: More!! — Excerpt from well-known Statler and Waldorf “Muppets”...
In The End, Rational Thinking Prevails. We’re Maintaining Our Constructive Thesis.
“It doesn’t matter how smart you are unless you stop and think.” —Well-known economist Thomas Sowell Nothing like a little head-spinning drama, eh? That’s what we saw in August as virtually one or two slightly disappointing economic numbers sparked a more than 10%...