09/03/2026
I've always loved this quote by Meister Eckhart, and I especially love it as we say goodbye to summer and welcome the onset of autumn.
To me, it speaks to the nature of life and the markets, reminding us that every curve or turn is simply a new beginning. In my personal journey, and as a financial professional, I appreciate how a change in season can bring about new perspectives and opportunities. So, here’s to September, to new beginnings, and to trusting the journey ahead.
09/03/2026
Does your insurance cover you if you get into an accident with an uninsured driver?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
08/31/2026
The market is as unpredictable as the weather. We’re here to help you prepare.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
08/30/2026
Developing a retirement strategy? It's critical to know the differences between investment types.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
08/30/2026
New to pickleball or padel? Good news: both are beginner-friendly. Slightly humbling, but beginner-friendly.
For pickleball, start with placement before power. Learn the kitchen rules early, keep your paddle ready, and expect fast hands at the net.
For padel, don’t panic when the ball hits the wall. That’s the point. Focus on positioning, let the rally develop, and remember that not every shot needs to be a winner.
The real winning move? Pick the one that your friends will actually play with you.
Team pickleball, team padel, or “I’ll try both”?
08/28/2026
Pickleball usually wins the “where can we play this weekend?” contest.
Many communities have pickleball courts at parks, recreation centers, gyms, and tennis facilities. USA Pickleball’s 2025 report noted more than 82,000 known courts in its Pickleheads database.
Padel courts can take a little more searching, as the sport requires an enclosed court with walls. Try local racquet clubs, indoor sports facilities, social clubs, and newer court-sport venues.
Either way, beginner clinics and open-play sessions are a great place to start.
Tag the friend who’s always down to try a new sport.
08/27/2026
Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
08/26/2026
Pickleball and padel don’t just play differently. They feel different from the first swing.
Pickleball uses a paddle and a hard plastic ball with holes. The court is open, the ball moves a little slower, and the game often turns into quick exchanges near the net.
Padel uses a perforated racquet and a lower-pressure tennis-style ball. The court is enclosed, the walls are part of the game, and rallies can get dramatic fast.
Pickleball brings the pop. Padel brings the ricochet.
Which one are you trying first?
08/24/2026
Have a kid heading off to college? Here are a few tips.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.