Blog
Financial Finesse
Throughout working with my clientele, there are a lot of FAQs I run into over and over. I have made it my mission to make education about personal finances more available, and dive into some common practices that can improve your financial fitness.
Whether you are a young professional trying to utilize all of the financial options available to you, a business owner looking to structure your finances, or a parent trying to plan for your family's future, I can help you answer your burning questions!
In this blog you'll find timely content, market updates, and quick lessons about some general personal finance topics.
Must-Know Etiquette for Business Golf Outings
Today, many business-savvy people play golf, and a time may come where a game of golf impacts your financial prosperity. To help make sure you’re successful, here are seven tips for business golfing:Leave your Rickie Fowler...
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Dow 30 Changes Its Starting Lineup
The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup.Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp....
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Will Political Changes Affect the Economy?
With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...
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Have Your Latte and Sip it Too
Budgeting: the word you love to hate. I've worked with hundreds of people helping them regain control over their budgets. How many times have you heard "you can't buy a $5 coffee every day and expect to save"? Well, it may be true that...
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Financial Watch | June 2020
3 Lessons from Prior Recessions and the Great Depression That Can Guide Us TodayThe Great Recession of 2007-2009 and the Great Depression of the 1930s may seem wholly different from each other and not at all like what we’re...
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Don’t Let Headlines Get You Down
Even in “normal” times, the news can be depressing. But these days, it can seem like there’s an awful lot to worry about. Here’s a sampling of the types of headlines I’ve seen recently:Why US hospitals...
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U.S. Banks Flush with 2 Trillion Dollars in Cash
An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...
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A stock market lesson to remember
Undeniably, spring 2020 has tried the patience of investors.An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the benchmark for the broad stock...
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Top Expense Management Tips During a Crisis
Proper financial management becomes increasingly essential during times of economic disruption and crisis. As a small business owner, you’re not only well qualified to understand the underlying drivers of your revenues and...
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Know your 401(k) options between jobs
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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Roth Conversion in 2020 - Is It Right For You?
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...
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