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
The Economy Looks “Just Right” Despite Mixed Signals
“Our Earth is degenerate in these later days; bribery and corruption are common; children no longer obey their parents; every man wants to write a book, and the end of the world is evidently approaching.”– Assyrian tablet, circa 2800 B.C. These days, we are living...
Breaking News: It’s OK! Our “Back to Normal” Theme Is Alive and Well.
“It’s déjà vu all over again.”— Yogi Berra The first six months of 2024 were equally as kind to investors as the first six months of 2023. And that’s saying something, knowing that calendar-year total return in 2023 for the full year exceeded 26%.1 Returns for the...
A Merry May on the Heels of an Awful April. The Merits of Staying Measured
“It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and former President Bill Clinton during the 1992 presidential campaign April showers brought May flowers, indeed. The S&P 500 advanced over 4% in May following a decline...