My Thoughts for 2024
2023 New Year Letter
My 2022 New Year Letter
Who Has Your Back?
Eat Your Kale
Who Are You?
How Rich Are You?
Need a Mid-Year Review?
Are We There Yet?
Second Opinion Support
The Big of the Beginning
High Hopes
Something, somehow, somewhere ....
Beware of Scammers After Your Relief Check
Thought on CARES Act for Retirees
Client Letter #2 Addressing Current Market Situation
Client Letter Addressing the Current Market Volatility
Check the background of this investment professional