How Does Greenland News Impact U.S. Investors?
The start of the new year brought the U.S. markets into familiar territory: volatility. While January was historically a time of fluctuating market conditions, the recent announcement by President Trump of the U.S.’s pending acquisition of Greenland added an uncommon...
What Are Your Emotions Costing You Financially?
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,...
Proactive Advisor Magazine: Generational wealth transfer—or a change in legacy thinking?
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...

