Read about a few of the Finer Things

Lessons from the Past

Back in 1999, I remember very vividly an investment climate that reminds me somewhat of what I see today in certain areas of the equity market. Any co...

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My First All-nighter since College!

When the large vaccination spots started ramping up in Arizona, I received an email from a good friend offering volunteer opportunities through Friend...

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The Journey to Where I Was Meant to Be

2020 was an unusual year for all of us…for my family and me, it was extraordinary! Since committing to joining the Weiss Wealth Strategies team...

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Are Your Beneficiaries SECURE?

The SECURE Act was passed by congress late in 2019. SECURE stands for “Setting Every Community Up for Retirement Enhancement”. And, there ...

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Still Thankful

For the last several years, Debbie and I have hosted 40+ family members at our home for Thanksgiving. We have a tradition where we go around the entir...

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The Time for a Map is BEFORE You Get Lost

For as long as I can remember, we have stressed the need for proper titles, proper beneficiaries and the need to keep one’s financial house in o...

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Hope

The dictionary definition of HOPE is "a feeling of expectation and desire for a certain thing to happen" or "a feeling of trust." In the bible, hope i...

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Back to School (for now)

I have some “exciting” updates to share…a couple of weeks ago I met with one of our more “experienced” clients who want...

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Teach Your Children (Part II)

One of the things we continue to hear from our younger clients is that you would like financial education for your kids. We introduced the RJ Life Goa...

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Expanding Our Team

Four years ago, I reached out to Kelly Hughes when she was working as a specialist in the Asset Management Department of Raymond James at the home off...

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