It's easier to make decisions about your future when you're guided by a Financial Advisor whose first priority is to understand you. This relationship is even more important during periods of life transition – particularly retirement. Whether your retirement is a few years or a few decades away, it's important to start thinking about how you want to live your future. Talk to me about how I can help you with the financial guidance and resources you need to embrace your future with confidence.
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).