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Surfers running from ocean with boards
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Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management, to stress the importance of following a sound financial plan, and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit this website often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn’t want you to miss any developments in the area of personal finance.

Explains using life insurance to make meaningful charitable donations.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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How much Disability Income Insurance do you need?

How much can you afford to pay for a car?

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck