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Living Well Series - 2020


Your Investment Plan: Getting it Done: January 2020

Your financial life requires thoughtful attention. Perhaps you want to know more about developing a diverse portfolio, tailored to fit your unique goals. Read More


Managing Your Investment Puzzle - November 2019

Every component is an important part of your investment puzzle and ideally, you want every piece working together toward a common goal. Your goal! Read More


Gray Divorce - October 2019

According to the National Center for Health Statistics and the U.S. Census Bureau, divorce after 50 has doubled since 1990. Couples who have been together for many years tend to have more shared resources and the financial implications of a split can be complicated. Read More

What's On Your Horizon - July 2019

Occasionally, life throws a surprise at us. A job lay-off. A divorce. An illness or injury. These occurrences can impact you financially. But you don’t have to navigate these situations alone. It’s important to plan for what you see ahead, but also for what you can’t anticipate. You want a financial strategy that encompasses unexpected events, as well as helping you achieve specific objectives. Read More

Financial Insights


Wells Fargo Investment Institute - State of the Markets: Sanitizing Market Reaction

Conditions around the globe and within capital markets have changed quickly as the coronavirus spread. Read More


A Study of Market Declines: Why staying the course may be prudent in the long run

When markets decline significantly, it can be unnerving. Although past performance icannot guarantee future results, history illustrates that staying the course may be prudent. Longer holding periods, historically, have led to better results.  Read More



Money: A Love Story

There are moments in your life when you realize money can indeed buy happiness. It’s the joy you feel when you get the unexpected bonus at work. Or the cash in your hand when you sell a car. Or the pleasure when a stock you took a risk on quickly doubles or triples in value. Read More