Author Archives: Chris

2012 Money Action Plan – Part One

Posted on January 11, 2012 by Chris

If you’ve been on the internet over the past few weeks, you’ve certainly come across several articles on how to manage your money and smart money moves to make for the year ahead. In the spirit of the new year, … Continue reading →

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Supporting a Person in Grief

Posted on November 7, 2011 by Chris

As a financial planner, I work to create long-term relationships with my clients. Through this relationship, I am fortunate enough to be able to celebrate the family’s successes and achievements. I also realize that during times of crisis and grief, … Continue reading →

Posted in Our Philosophy | Leave a comment

The Battle for Higher Education

Posted on September 22, 2011 by Chris

Earlier this week in an interview with Aaron Task from Yahoo Finance, former President Bill Clinton stated, “…the American Dream has been under assault for 30 years,”. The timing of his quote coincides very well with the topic of my … Continue reading →

Posted in College Savings | Leave a comment

Let’s talk about life…insurance

Posted on September 7, 2011 by Chris

The other day I was having a conversation with a friend, and he asked if one would ever need two life insurance policies. I answered him, as I often answer most questions related to finances, it depends. I’m going to … Continue reading →

Posted in Insurance, Our Philosophy | Leave a comment

A Reason to be Optimistic

Posted on September 2, 2011 by Chris

A few weeks ago I had the opportunity to volunteer with several of my peers and a group of Duke University students. The project we worked on was to shovel and spread mulch on church grounds. Luckily, the weather was … Continue reading →

Posted in Our Philosophy, Wealth Statement | Leave a comment

Creating Your Wealth Statement

Posted on August 19, 2011 by Chris

It was another turbulent day on Wall Street, and I certainly want to acknowledge the fear and uncertainty you may be feeling. My thoughts haven’t altered from my earlier blog, so please feel free to read through that for my … Continue reading →

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The Politics of a Rating Downgrade

Posted on August 8, 2011 by Chris

We are impatiently waiting for the US Stock Market to open and more importantly where the market closes to see what investor reaction will be to Friday Night’s Standard & Poor’s announcement that they downgraded long-term US Sovereign Debt from … Continue reading →

Posted in Bond Ratings, Market Emotions | Leave a comment

What’s next for the markets?

Posted on August 5, 2011 by Chris

With the 512-point drop on Wall Street yesterday, you’re probably feeling nervous about the market. When we see these setbacks, we need to fight the urge to flee from the market and instead refocus on our personal and financial goals. … Continue reading →

Posted in Market Emotions | 1 Comment