Welcome to my website-an information resource designed to help you plan your financial goals.
This site will not only introduce you to my investment philosophy and services, but it will also offer a wealth of educational materials - articles, newsletters, calculators, and other tools - designed to keep you up-to-date on financial issues, strategies, and trends. This web site was created to help you gain a better understanding of the financial concepts and wealth management solutions available relating to portfolio management, retirement and estate planning, college funding and risk management. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.