For many clients, the desire to leave a legacy is real—but often secondary to ensuring a fulfilling retirement. I’m honored to be featured in a recent interview with Proactive Advisor Magazine, where I had the opportunity to share how I help clients carve out a distinct legacy “tranche” within their broader financial plan, coaching them on how to invest with a multigenerational time horizon while still enjoying life today.
You can read the full interview on their website linked below.
Picture the late-night news headlines: "Markets Plunge Amid Recession Fears" or "Geopolitical Crisis Sparks Global Sell-Off." You feel panic rise. Is that anxiety? Fear? The last slice of pecan pie that should probably still be in the fridge? An inner voice shouts,...
I’m a serial entrepreneur with more than 30 years of experience across a variety of industries—including public office, having served as mayor of Bettendorf, Iowa. I know the stress and uncertainty of managing cash flow, payrolls, plan sponsorship for retirement...
I’m honored to be featured in a recent interview with Proactive Advisor Magazine, where I had the opportunity to share my perspective on helping clients navigate uncertainty through thoughtful financial planning. In the article, I discuss my approach to building...
CBRE’s 2025 U.S. Investor Intentions Survey revealed that investor optimism is tempered by ongoing uncertainty (CBRE, January 2025). Tariffs, government contraction, AI wars, foreign trade shifts, economic volatility, and a flurry of legislative and societal changes...