2021Money Matters Are You Thinking of Refinancing? With interest rates at historic lows, there is a lot of talk about refinancing current…SFSJanuary 1, 2021
2020Money Moxie What Makes the World Go ‘Round? I ran my first half marathon in August of last year. I have never been…SFSJuly 29, 2020
2020Executive MessageMoney Moxie Living In Unprecedented Times The last five months have been record-setting in more ways than we could have imagined.…SFSJuly 29, 2020
2020Executive MessageMoney Moxie Facing Coronavirus Uncertainty, Think Long Term I often include the phrase, “Past performance does not guarantee future results,” to remind us…SFSJune 5, 2020
2020Money MoxieNewsletter Climbing a Wall of Worry Climbing a wall of worry is a common phrase in the investment world. The implication…SFSFebruary 13, 2020
2019Money MoxieNewsletter The Congruity of the Annuity Too often we have people come into our office after having just attended a free…SFSDecember 9, 2019
2019Money MoxieNewsletter Year-End Tax Strategies We are closing in on the holiday season. Before you slip into the holiday mode,…SFSDecember 9, 2019
2019Money MoxieNewsletter Investment Truth Just when you think you have things figured out, the world changes. As investors, we…SFSDecember 9, 2019
2019Money MoxieNewsletter Bull Market Turns 10! How a Lesson from 2009 Could Help You in 2019 Ten years ago, the stock…SFSApril 8, 2019
2018Money Moxie What is the Risk of being too Conservative Are your conservative investments at risk? What about the cash you are keeping in your…SFSOctober 14, 2018