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
The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
Mark Twain once said that September is a particularly difficult month to invest in stocks. Of course, he went on to comment jokingly that the other 11 difficult months included all other 30-day periods that comprise the calendar. Well, not true this September. The...
The “Center Stage” Question: To Cut or Not to Cut? Market Implications
The current market set-up and drama surrounding the Federal Reserve (the Fed) is center stage right now and about as Shakespearean as it gets. In this unfolding monetary policy play, Fed Chairman Jerome Powell is seemingly cast in the role of Hamlet. Taking some...
Federal Reserve Sovereignty – An Important Issue
On July 16, capital markets went through a period of whipsaw trading as speculation emerged that President Donald Trump might “fire” Federal Reserve Chairman Jerome Powell. Later that day, the president stated he wasn’t going to remove Powell unless he found “cause.”...