There has been a lot of talk about the other epidemic facing the US – the mental health and substance abuse epidemic. As financial advisors, we do not just invest for our clients. We take a holistic look at the client and their lives. Our job is to clarify the client’s needs, identify their … [Read more...] about Clients and the Other Epidemic
I believe that it is difficult but also very helpful for investors, during challenging times like we are experiencing now in the financial markets due to Russia invading Ukraine, to focus on our future and the plan that we have developed for ourselves and our families. I believe that remembering … [Read more...] about Bring Back the Bond Certificate Mentality
Here is an interview with Dan done by Larry Light, Senior Contributor Investing with Forbes magazine. Larry Light: How much does college cost, anyway? Dan Crimmins: According to recent data published by the College Board, the annual cost of tuition and fees for college in the US in … [Read more...] about The Best Way to Save for College: Stocks
Getting older is hard. As you hit a certain stage of your life you realize that many of your friends are encountering the same issues. A week does not go by that the discussion of caring for aging parents does not arise. The concerns range from healthcare and housing to monetary and emotional … [Read more...] about Helping Your Parents Manage Their Money
As most of you who have read any of my blog posts know, I am fortunate to have three daughters. A fact that usually conjures up some interesting comments in regard to living with so many women in one house (a fact that my husband Dan has had to hear on numerous occasions). But, the journey of … [Read more...] about For Our Daughters: Business Career Advice
2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still many uncertainties, and it's hard to believe how different our world looks today than it did 12 months ago. This year we've witnessed history through the … [Read more...] about What Did We Learn About Investing in 2021?