Blog

Financial Planning Integrity

It is with great enthusiasm that I announce my recent affiliation with Leading Edge Wealth Advisors, returning to my hometown roots after 15 years of experience in the financial planning field, working with clients and advisors across the country. Growing up, I was...

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Market Conditions in late December 2018

Just wanted to give you all an update to the markets. We wrote this email back on Thursday, December 20th, but had to get it approved prior to sending it. Happy Holidays and Merry Christmas. As we write this email, the stock markets are down again today. Since the...

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A Tribute To A Friend

On May 9, 2017, "Captain Gene" of Key West, FL passed away. This is atribute to 35 years of friendship. We met Memorial Day weekend, 1982 in beach house in Delaware. I was invited into the house by some college buddies who were living in the DC area; you had been in...

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