Education

Forefront’s Market Notes: December 4th, 2023 ­ A Friday rally turned an otherwise mixed week for stocks into a solid performance....Read More

Forefront’s Market Notes ­ Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading...Read More

Forefront’s Market Notes ­ A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow...Read More

Lessons in Investing, with Visuals   You will be far wealthier holding through the bull markets than you will ever lose...Read More

Life Insurance Basics     Life insurance can be an incredible planning tool that reduces your family’s risk and protects them...Read More

Jargon of Estate Planning Explained   The jargon of a topic that you don’t know about is always intimidating and can...Read More

The Plan Is the Product, Not the Portfolio   I hate comparing financial planning to losing weight, even though I lost...Read More

Monkey Mind   Youth football season has started, so my son, AJ, has been at practice each night for the past...Read More

Return on Hassle     Some financial questions can be answered with a spreadsheet, but most are some combination of spreadsheets and...Read More

Wealth Comes in Many Forms   Many Gen X and Millennials equate wealth to income level, while others look at the...Read More

The Good News…….and The Bad News   The most challenging part about the economy, and the stock market in general, is...Read More

Vacations Are Expensive   Humans are very similar to the printer in your house, which sometimes decides not to work. The...Read More

Comparison is the Thief of Joy     It finally happened this weekend; the kids asked for social media accounts, specifically...Read More

Don’t Aim, Just Throw   Watching my children play sports brings me an incredible wave of nostalgia every time I set up my...Read More

May 30, 2023 Perception vs. Reality   As many of us did during this weekend of remembrance, I attended a BBQ...Read More

May 22, 2023 Let’s Talk Politics   This will be one of my first and last blog posts about politics. It...Read More

May 8, 2023 Bigger Than Just Retirement   This weekend was my daughter Priya’s first holy communion. A day full of...Read More

May 1, 2023 The Only Easy Day Was Yesterday   I finished reading The Wisdom of the Bullfrog by Admiral William H McRaven....Read More

April 17, 2023 Money and Children   Growing up, money was always something that was discussed in my house. My parents...Read More

April 3, 2023 A Client Story   I met a family this weekend whose mother had been following me for nearly...Read More