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
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We want to make sure you are awake as you start to read this. As we anticipated, the amount of news flowing out of Washington on the policy front this...
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man who never makes a mistake is the man who never does anything”—gives me some degree of solace. My mistakes show that I am at least willing to make a...
Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!
“The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.” — World-renowned management consultant and author Peter Drucker From an investment return standpoint, 2024 was virtually a replay of 2023. Specifically, the...