Our Insights

Newsletter November 2021

So many of my fondest childhood memories are from family traditions around the holidays. For Thanksgiving, no matter where everyone was living, our family would meet up in Palm springs. For Christmas Eve, our extended families would get together at my grandma’s house. And on Christmas Day, our immediate family made it a tradition to be home to attend church together and celebrate the special day. I remember who was there, where we were, sights and smells, feelings of comfort, family and love.

Newsletter – August 2021

The first step in getting the life you want is to get rid of the things that don’t benefit you. The dictionary describes clutter as a collection of “things'' lying about in an untidy mess. However, clutter and disorganization can affect every aspect of your existence. It gets in the way of people achieving their personal goals as they deal with piles of unread mail, unread books, clothes that have never been worn, and the latest technological gadget.

Newsletter May 2021

Recently while thinking of ideas for our next newsletter, Jason proposed the question of what makes you laugh? This is a seemingly simple question, but I’ve actually found it so hard to define! I know that I laugh often and easily multiple times a day, but how do I describe that to all of you as something that’s relatable? I decided to make a list of things.

Newsletter – February 2021

Healthy relationships can be considered one of the pillars of your overall well-being. It is important to have different types of relationships (i.e. partner, friend, child or mentor). And it is also important to focus on the quality of those relationships, because even one negative one can do more harm than good. Being in a loving relationship, no matter what kind, can give a person a sense of well-being and purpose.

Newsletter November 2020

Believe it or not, we are entering the holiday season and Thanksgiving is right around the corner. One of the best things about the month of November is that the world seems to pause for a second, and reflect on the things for which we are most grateful. In my family, Thanksgiving is the most important holiday because it is the one time of the year that we can all be together, reflect, share stories, and express our gratitude for each other.

Newsletter – August 2020

It has been 4.5 months since we all begun what we call our new normal. A time where you grab your keys, wallet and mask before you leave the house. Social distancing is practiced and sadly, gatherings have had to take a back seat. I think that we are all getting to a place where we are starting to ponder what the future looks like.

Newsletter May 2020

In the past 105 years, the stock market has experienced 14 "waterfall" corrections: a sharp decline in equity prices over a 2 month period. The Covid-19 correction is my 5th waterfall correction in 23 years as an advisor. As I get older, I tend to remember only the most significant events in my life. And, I can honestly say, I remember each and every one of these past corrections.
newsletter february 2020

Newsletter – February 2020

Every year, heart disease accounts for 1 in 4 deaths, making it the leading cause of death for both men and women. This month, we wanted to talk about some of the things that you can do to lower your risk of developing a heart disease. Even small changes to your daily routine can make a significant impact on your long-term heart health. A healthy lifestyle is one of the best weapons to pro­tect against heart disease. Studies show that just 30 minutes of activity a day can help improve your heart health.
newsletter november 2019

Newsletter November 2019

Millions of Americans live with, or their lives are impacted, by loved ones with mental health issues. In fact, nearly one in five U.S. adults live with a mental illness. These include different conditions that vary in degree of severity. The most common mental health issues are depression, anxiety, eating disorders, substance abuse and attention defecit disorder (ADD).

Newsletter – August 2019

Nature intended for you to have a break during summer, when food and warmth are abundant. But now as fall starts, the end of the year approaching starts to enter our minds. Autumn is a time for re-focusing on the tasks and work at hand, or figuratively speaking, “back to school” time.