I had the wonderful opportunity of attending a conference recently where a Mr. Jeff Hanson, a 24 year-old extremely gifted yet visually impaired artist – since having a brain tumor at 10 years-old – spoke about his life, alongside both his father and mother. At a young age, it became his mission to change the […]
So humbled and honored to be named a 2018 Top 100 US Advisor by Investopedia! Read the article here: https://www.investopedia.com/top-100-financial-advisors/
FOMO – Fear Of Missing Out – for Milliennials is just the modern day version of Keeping Up With The Jones…
There is usually a question or two about whether or now you are a fiduciary? But this is getting some kind of electric traction as if all the sudden there is a lightning difference in the financial services industry between those who are and those who are not. So, Y E S, as a Certified […]
We love putting plans together for our client’s children or grandchildren. But, as you may have read in my book, we are not fans of the market based, but tax-advantaged 529 plan. But why? The best way to explain it is to give you an example that you would never want to follow yourself. So, […]
When I was in law school at the University of Florida, I was the Secretary of the Florida Chapter of the Federalist Society, which really believes in controlling the power of centralized government. I listened to The Wilkow Majority every single afternoon I didn’t have class between 1 and 3 pm.