Vlog

The invasion of Ukraine is a serious and scary escalation in tensions between Russia, Europe, and the United States. It’s a truly devastating time for the people of Ukraine, and we don’t want to lose sight of the human cost of war first and foremost. People may be concerned about the implications on the markets and the economy. The markets have been volatile because of this so let this video be a reminder of our long-term goals and how panicking is not a good investment strategy.

A Day In The Life - Always Learning! Starting 2022 off by learning as much as I can about the current economic environment to provide great value to my clients! Chicago Fed President Economic Outlook and Senator Johnson’s team talks to NDIA.

There's a lot of talk about inflation in 2021 and we've now all experienced it in our own lives as well. The cause can be tracked back to many factors including the global pandemic and now supply chain issues. There's also a lot of talk about companies that sell products are now having their margins squeezed because of these rising prices, which means they're not as profitable. Now this could be true for a lot of companies; however, I want to show you a conflicting view where rising inflation and/or rising cost of goods can actually increase a company's margins. Now pricing for products is very complex for most industries but math is math and I definitely don't think this concept is being looked at enough.

Are you suffering from the creep, the "Lifestyle Creep?" This is where your spending habits gradually increase over time with the more money you make. However, you don’t seem to be saving or investing the money you want for your retirement? This is a slow process over time with potentially big consequences long term on your finances. Watch this video and click below to see what you can do about it.

In this Wealthscape tutorial clients will learn how to: -Login -Update eDocument preferences -Change username/password

On December 20, 2019 the SECURE Act, or “Setting Every Community Up for Retirement Enhancement Act” went into effect. It offers several major adjustments to how we save, prepare for and enjoy retirement. This legislation will have substantive repercussions for individuals planning for their financial futures especially these four items: 1) Elimination of the Stretch Provision 2) Change of RMD age to 72 3) Qualified birth or adoption distribution 4) Certain timely tax provisions