Proactive Advisor Magazine: Putting Practice Philosophy Into Action
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...
Proactive Advisor Magazine Interview | Planning for the Certainty of Uncertainty
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...
Are You Prepared for the Certainty of Uncertainty as an Investor?
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...