Broker Check

Blog

There is a common phrase, just my two cents, when gaining access to a conversation or giving your opinion, the origins of the phrase differ, but the meaning remains the same. On this page Two Cents is a place where I give thoughts on all thing's values, living life authentically and your finances. I hope you enjoy. 

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

Monday, June 10, 2024

Marriage is not only a decision to choose to spend your life with one person, but it is also a financial decision. Money and the conflict around it are one of the most common things couples argue about according to The Gottman Institute. As

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 15, 2024

As a rule, I avoid drawing attention to market anomalies unless I believe there’s a good investing lesson for everyone. The unusual price action in the cocoa market is giving me that opportunity. So today’s lesson is, “hindsight is...

Show All

Wednesday, May 15, 2024

Congratulations to all of the Spring of 2024 graduates!! Your hard work and dedication are to be celebrated. Now, that you have graduated and hopefully have your first job what should you know next.

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Monday, April 29, 2024

I believe in three things that are a constant: taxes, death and that everything will and does change. There are some changes that can be seen, rather, as transitions in life. More of a life path that you go on. There are some changes...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Tuesday, February 27, 2024

What I would do if I won the lottery. Do you know what you would do?

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Tuesday, January 23, 2024

My own money and value story. How a wedding and money can show you the true meaning of aligning your values with how it works in your life.