There’s no ‘wrong way’ to pick a stock. There’s no right way either. Diligent research before buying a stock makes it that much more painful to see it plummet. The merit of your choice should not be judged by the results but rather the process that goes into it.

Many of our clients currently have kids in college or heading there. While we can’t control the cost of tuition or books, we can give some tips to parents and students alike to start building a better financial future.

Many of you may have heard that mortgage rates are at near record lows. That’s all fine and great, but is now the time to refinance, especially during unprecedented times like these?

My elderly widow and next door neighbor, Teresa, called me last night to ask about getting together this Friday evening for wine and appetizers. Normally a routine request like that would receive a quick, “Yes!”