05/25/2026
This Memorial Day, we remember all the brave heroes who have made the ultimate sacrifice for our country. We honor Army SSgt Charles Savidge of the 504th Parachute Infantry, 17th Airborne Division who perished during WWII in France on July 4, 1945; as well as all those loved ones who have died in service of our country. We are truly grateful.
"Our debt to the heroic men and valiant women in the service of our country can never be repaid, They have earned our undying gratitude. America will never forget their sacrifices." - President Harry Truman.
05/22/2026
Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.
05/20/2026
https://bit.ly/3RmRBdp
Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.
3 strategies for picking stocks beyond the Mag 7
How to invest in “the best of the rest.”
05/18/2026
Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.
Together, we can build personalized, retirement income strategies to support your goals and help your money last.
Ready to feel more confident about your future? Let’s talk.
https://bit.ly/4uNT5fc
05/16/2026
Today is National Love a Tree Day. What trees/plants do you have growing in your yard? (Picture from one of Fernbank's Nature Trails in Atlanta).
05/15/2026
Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.
05/13/2026
Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?
05/11/2026
Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.
05/10/2026
Today we celebrate the maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt "Thank You" to all who nurture, guide, and inspire — today and every day. 💐