Let us help you take control

It’s never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

Posts by Zach

Why Is the Market Rallying While the Economy Is Collapsing?

Observers are trying to reconcile the sharp rally in the stock market even as the data show that economic activity has declined dramatically. It is natural to ask how the market can only be down a little more than 10% and the NASDAQ is now up for the year, when we’re still in the midst…

Read More

Market Trends to Watch

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our investment and insurance goals…

Read More

Examining the work/life balancing act

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping 7 years trying to get to sleep 13 years at work 8 years watching TV 5 years eating 3 years on social media 3 years…

Read More