facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Quarterly Newsletter

%POST_TITLE% Thumbnail

1st Quarter 2020 Newsletter

No matter how difficult, just hold on as this too shall pass and just as I found tranquility in the ride, in the not too distant future we will all look back and realize how our faith, diligence and shear tenacity allowed us to outlast all Covid-19 could muster.

%POST_TITLE% Thumbnail

4th Quarter 2019 Newsletter

For several years, Josh and I have traveled to Missoula, Montana for a few days of trout fishing. It’s been our “thing.” Not only are we able to spend a few days fishing in some of the country’s most spectacular scenery and fish the country’s most prolific trout streams, we have some father and son time.

%POST_TITLE% Thumbnail

3rd Quarter 2019 Newsletter

A few years ago, Lisa and I, along with my sister Karen, and brother-in-law Kevin, travelled to Italy. I had never visited the land of my ancestors, although I had heard many, many times of its historic architecture, its stunning beauty and the warmth of its people. In my mind’s eye, I knew exactly what to expect and what I would see.

%POST_TITLE% Thumbnail

2nd Quarter 2019 Newsletter

Last month I was on a United Airlines flight travelling from San Diego to Chicago. A colleague, Jim and I had spent the previous two days in beautiful Southern California meeting with common clients regarding their financial and tax affairs.