09/07/2026
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
Rightsizing for Retirement What does your home really cost?
You are always on a financial journey saving, investing, seeing market fluctuations, protecting what you accumulated. Member FINRA/SIPC.
I take a genuine approach working with client's financial resources that strive towards their confident financial future. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not be
09/07/2026
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
Rightsizing for Retirement What does your home really cost?
09/04/2026
Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
Building Your Legacy A four-step framework for building a personal legacy.
09/04/2026
Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.
Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2
09/02/2026
Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.
08/31/2026
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When was the last time you updated your will?
08/26/2026
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
08/24/2026
Social Security: Retirement's main source of income or monthly bonus? You decide.
Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.
08/21/2026
There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:
Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.
15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |