Dan Converse, Financial Advisor

08/25/2020

Great video on investment risks we face and why it's so important to work closely with your financial professional to determine a strategy that fits YOUR risk profile.

08/20/2020

The "upside" ⬆️ to the new work from home/remote office. 🍻

08/18/2020

The lasting effects of this financial crisis will impact both higher taxes and inflation for future generations.

08/13/2020

The "upside" to the new work from home/remote office.

08/11/2020

44 Million Americans have become unemployed during the COVID-19 pandemic since March. What's that mean for us going forward?

07/28/2020

Few times of crisis require immediate, clear-headed financial thinking like a divorce. Here are some ideas to help resolve conflict before it becomes a big problem.

07/23/2020

Are you a "Henry"? The term refer's to the working rich, and if you fall into this category, financial planning will play a key roll in making sure you have saved enough for retirement!

07/21/2020

Purchase the book "Stop Bleeding Cash" - https://www.amazon.com/Stop-Bleeding-Cash-Without-Knowing/dp/0692447091/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1591...

07/16/2020

An experienced financial advisor can help make practical, objective decisions during a turbulent time. Here are some things to consider when going through a divorce.

07/14/2020

Some things to think about as we reflect on the "New Normal" of working from home or remotely.

Purchase the book "Stop Bleeding Cash" - https://www.amazon.com/Stop-Bleeding-Cash-Without-Knowing/dp/0692447091/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1591...

06/25/2020

We help our clients see their FULL financial picture and make better decisions!