Financial Review

Are You Overdue for a Financial Review?

In our last post, “Go With the Flow Investing,” we introduced three steps to sensible investing: Planning Education Application A critical part of that first part – planning – includes not only determining where you want to go, but making a solid assessment of where you stand today. After all, if you don’t know the […]

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whitewater rafting

Go With the Flow Investing

If this is your first visit to my website and blog, welcome! If you’re an old friend, well, you’ll likely notice things look a little different (hopefully better) than they used to, after my recent upgrade to a more contemporary platform. Anyone who knows much about me knows that I am not afraid to speak […]

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