Strategic Asset Management - Planning With Purpose

05/14/2026

Financial planning involves more than just investing. How do you know your current investments are fitted to your needs? Start with the end in mind and build a plan that’s purposeful.

04/20/2026

How much are you paying your financial advisor? Do you have an asset manager or someone looking at the big picture? Click to see the article and corresponding video to learn more about how advisors are compensated. Drop me a line if you'd like a second opinion at no charge.

Financial advisor costs are about 1% per year, or $2,500-$9,200 for an annual retainer. Hourly rates run $200-$400, and one-time plans often are close to $3,000.

08/25/2025

It's official! I've made the big step and have a new office I'll be working from! First event will be educating non-profits on planned giving strategies so if you or someone you know would benefit, check out event info below!

Learn how to maximize gifts for both donors and non-profits at our event on Planned Giving Strategies!

08/10/2025

Exciting news coming soon!

06/09/2025

Not financial related but fascinatingly disturbing.

It is not that we have a short time to live, but that we waste a lot of it. Life is long enough, and a sufficiently generous amount has been given to us for the highest achievements if it were all well invested.
-Seneca

“You can debate all sorts of things about how the texture of American life has changed. What you can't debate is the sheer, objective, existential fact that ...

05/03/2025

To any English or grammar educators, please be gentle as ChatGPT had no part in this writing.

The first quarter of 2025 has been volatile to say the least. The start of the year saw a nice rise in the market following Trump's inauguration followed by a whipsaw of ups and downs based on imposing tariffs or not. Th...

04/08/2025

Hello everybody, it's been 20 years since my college roommate insisted I join the Facebook. Here I am again with my grown-up profile.