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2nd Quarter 2018 Market Review

July 17, 2018

The S&P 500 finished the quarter up 2.93%, fighting headwinds of threats of trade wars. While 2.93% is a slightly above average quarterly return, it was surprising that the markets didn’t react more positively given the record earnings reported during the quarter.

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Highly Appreciated Concentrated Stock Positions

July 12, 2018

Having a highly appreciated concentrated stock position is a blessing and a curse. Often this stock is a client’s largest asset, making the decision to keep the position or to diversify out of it that more challenging.

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Financial Freedom

June 26, 2018

It’s not often that I come upon an article online that I find interesting enough to share with clients. Today I came upon an article titled, “Suze Orman shares the biggest money mistake that almost everyone makes."

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Retiring Abroad: Understand the Laws of Your Destination First

June 8, 2018

When moving to a new country for good, it's critical to get a read on the legal climate beforehand. This quick primer should help you understand how to decipher the laws and rules.

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Considering Retiring Abroad? You’ll Want to Read These 5 Tips First

June 5, 2018

Considering Retiring Abroad? You’ll Want to Read These 5 Tips First

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9 Stock Market Clichés That Shouldn't Be Gospel

May 23, 2018

There are all sorts of clichés or catch phrases in the financial industry to help investors understand the markets a little bit easier. I thought it might be fun to go over a few of the most popular sayings since we are in May when some investors believe that you should “Sell in May, and go away…”

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