Be Smarter with Your Money
Women outlive men by an average of 5 years. That means women can’t treat their…
SFSMarch 29, 2018
What Drives Happiness?
Dear Friends and Financial Partners! It’s true that 2017 was and will remain one of…
SFSMarch 29, 2018
2017: Record Breaking Year
Entering 2017, I was more optimistic about the potential growth in stocks. In fact, my…
SFSFebruary 2, 2018
Will You Benefit From the Recent Tax Cut?
Changes to the marginal tax-brackets will benefit those who are close to the threshold for…
SFSFebruary 2, 2018
2018: FOMO In the Stock Market
Protecting profit is profitable. Protecting fear is not. I keep this phrase on a sticky…
SFSFebruary 2, 2018
2017 A Banner Year! Where to from Here?
The following is quoted from WealthTrack with Consuelo Mack. "For answers about the 2018 stock…
SFSFebruary 2, 2018
When Do You Need a Financial Advisor?
Last week I attended the Silicon Slopes Tech Summit that celebrates the booming Tech sector…
SFSFebruary 2, 2018
What’s Up with the Stock Market?
Dear Friends and Financial Partners! In spite of turmoil, tragedy, and terror, the U.S. stock…
SFSDecember 21, 2017
How Proposed Tax Changes Might Impact You
First a disclaimer–As this article went to print in late November, the tax overhaul bill…
SFSDecember 15, 2017
Women Bridging the Retirement Gap
It’s true that women average longer life spans than men. What is often unknown, or…
SFSDecember 1, 2017