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Financial security. One step at a time.


What Is the Common Denominator?

I understand that markets like we are seeing right now can be nervewracking for investors. You know the value of the money you have, and it can be hard to watch it go down. The first thing to remember is that we have to focus on what we can control. You and I don't have any influence over the market. We do have influence over how much money we invest, what we invest in, and when we do it.

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IT Costs HOW Much?

When I'm looking at a client's investment portfolio, one of the first things I look at is how much the investment is actually charging my client. Very little in life is free, and index funds, stocks and bonds are no exception!

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A New Approach to Annuities

QUESTION: Kevin, should I buy this annuity? ANSWER: Probably not. Slightly more helpful answer: It's not likely to be the best investment vehicle for you. Annuities have high fees and long reaching tax implications that make them poor choices for most people. If we look at your entire financial picture, we are apt to discover more fruitful ways of building your long term wealth and securing your financial future.

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