Financial Advisor

A Question About Safe Money

A client recently asked this question: I’ve got some money I’d like to leave to my grandkids. I want it to grow, but I’m not comfortable putting it at risk in the market. Meanwhile, safer investments like CDs seem like they’re barely keeping up with inflation. Do you have any suggestions? It’s a classic case …

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Life Planning for College Students

Occasionally I get invited to speak to college students about life, money, and success. In fact, I’m scheduled to do that tomorrow.  Here are the four reminders/suggestions I plan to share with them. Die well. Soon after you arrived on campus, you realized, “Not everybody thinks the way I do.” That’s actually a good thing. …

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