The Selflessness of Putting Yourself First – To Help Others
“In case of a loss of cabin pressure masks will drop from the ceiling. Place the yellow cup over your ...
Go Paperless with Your Financial Documents
New rules require Raymond James to deliver new disclosures to existing clients by June 30, including a 100-page document with ...
The Seat Belt Sign’s Illuminated: 3 Rules for Flying & Life
I earned my pilot’s license in 1986, and I have logged more than 2,000 flight hours. In flying, there are ...
Our Office is Open to Serve You
Our office is open, and we are here to serve you during the current situation. Due to the CDC recommended ...
Pandemics & Portfolios: Fear & Facts
We understand that market volatility, and uncertainty with the response to the Coronavirus (COVID-19) can be unsettling. We want to ...
This Time It’s Different
After more than 30 years in the financial services industry, it is clear that the Media will always focus on ...
10 Mistakes People Make When Hiring and Working With Financial Advisors
There are do-it-yourselfers among us who love the challenge of figuring things out for themselves. Whether it’s car repair, home ...
New Bipartisan Law Encourages Retirement Saving
True bipartisan support of just about anything in Washington has become as rare as sightings of the Loch Ness monster ...










