Wealth Advice That Supports Your Life Choices
Whether you’re in the early stages of building wealth or further along, we’ll create a financial plan to help you achieve the goals you’ve set for yourself.
Meet JB
The way you think about your goals, aspirations and challenges influences the way you think about saving for the long term, so after I better understand your personal and financial situation, I’ll create a wealth plan that meets you at whatever stage you are in life and make sure you stay on track to achieve the goals you’ve set for yourself.
Insights
Federal Reserve Sovereignty – An Important Issue
On July 16, capital markets went through a period of whipsaw trading as speculation emerged that President Donald Trump might “fire” Federal Reserve Chairman Jerome Powell. Later that day, the president stated he wasn’t going to remove Powell unless he found “cause.”...
Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an outstanding June, with a total return of roughly 5% for the month. This was on the heels of a more than 6% total return in May, which made for one of...
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the wild ride that has been the first half of 2025. It turns out we were quite serious when we discussed the likely virulent swings in policy rhetoric out...