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Client Conversation: What It’s Like to Work with Me on Your Retirement Plan

Fees, Investing, Retirement /

One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about addressing personal concerns, setting goals, and building trust. I recently had a conversation with a client who shared some great questions about market volatility, retirement […]

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Will the stock market crash in 2024 blog image of downward markets

Will the Stock Market Crash in 2024? What 2023 Tells Us

Current Events, Philosophy of Money /

I’ve already been asked this a few times this year (it’s January 2): Will the stock market crash in 2024? As we start the new year, we have an opportunity to reflect on the multitude of “mini-crises” that shaped the financial landscape in 2023. These challenges tested our resilience and forced us to confront the

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