Broker Check

La Canada Flintridge Neighbors Magazine

Click on image above for full reprint 

December 2016

...Read More

Re-gifting to YOURSELF this Holiday Season?

Click on image above for full reprint 

November 2016

...Read More

Thankful to be able to share ideas that can change lives

Albert Schweitzer once said… "Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.” I love being a financial advisor – but unfortunately too many people misunderstand what I actually do. Why? Many who have worked with a “financial advisor” assume that all financial advisors are the same. This couldn’t be farther from the truth...  

Click here to read more

Click on image above for full reprint 

October 2016

...Read More

My Kids Want Me To Dress Up Like A Woman?!!

Click on image above for full reprint 

September 2016

...Read More

It’s “Back to School” Time

With our children (and grandchildren) heading back to school we will naturally turn our attention to their educational needs. Interestingly, home economics or “Money 101” is not taught in our schools. Consequently, we learn what we know about money either from our parents, grandparents or on our own. 

Click here to read more

Click on image above for full reprint 

August 2016

...Read More

Are You Ready for a Market Crash?

On the 27th of this month Sheri and I will be attending the CSF’s Monte Carlo Night. Although there is an “element” of gaming to this charity event, it’s just not the same as being in Vegas and rolling the dice with “real money” as they say...

Click here to read more

Click on image above for full reprint 

July 2016

...Read More

Are Your Emotions Costing You Money?

Traditional finance theory has always assumed that investors make financial decisions that are well-informed, carefully reasoned and consistent with their goals. Further, that investors are never swayed by their emotions nor confused by how information is presented...

Click here to read more

Click on image above for full reprint 

June 2016

...Read More

To Find A Fiduciary or Not?

Click on image above for full reprint 

May 2016

...Read More

Protecting Your Most Valuable Asset

Now that tax season is over, we turn our attention to other financial priorities. Some of us own income properties and income-producing investments, but for most Americans the tax bill was mainly derived from wages. I ask a simple question… what do you consider your most valuable asset?...

Click here to read more

Click on image above for full reprint 

April 2016

...Read More

It’s Tax Time… Are you focused on paying less today or more tomorrow?

Click on image above for full reprint 

March 2016

...Read More

Click on image above for full reprint 

February 2016

...Read More

Are You Living a Financial Groundhog Day?

Do you remember the 1993 movie, “Groundhog Day” where Bill Murray’s character “Phil” got trapped in a time warp and was doomed to relive the same day over-and- over again until he finally “got it right”? What’s the connection?...

Click here to read more

Click on image above for full reprint 

January 2016

...Read More

Making Your Fiscal Fitness New Year’s Resolution

With the New Year finally upon us, many of us will make our resolutions over the next few weeks. Keeping these resolutions is often a different story. The idea behind a New Year’s resolution is to improve one’s life. One resolution that seems to always be at the top of the list for many is to start going to the gym, to workout more often or to get in shape. However you have phrased your “better health” resolution, there are obvious long-term benefits for sticking with it...

Click here to read more