By Trying Not to Lose, You’re Still Losing!
“By Trying Not to Lose, You’re Still Losing!” I’m blessed in that my friends and clients are regularly introducing me to their friends for my advice on “all things investment and insurance.” [...]
Reality Checks & Financial Myths
Reality Checks & Financial Myths Happy Summer! Hopefully, you are all getting your lives back to normal post COVID. I do not miss the solitude of my personal quarantine. I am enjoying [...]
Client Conversations…Q&A
Client Conversations...Q&A Long time, no blog! I hope this finds you well, healthy, and a little more relaxed than this time last year. I really do not have a theme for this [...]
I’m Tired of Seeing 20/20!
I’m Tired of Seeing 20/20! I have not blogged much this year, and I am sorry for that. This is one of the strangest years in my lifetime. Every time I open a [...]
Thoughts During the Quarantine
Thoughts During the Quarantine Well, here we are. Quarantined, working from home, or maybe not working, and dealing with something that only Hollywood could have dreamt up. I think I’ve gotten so [...]
What Got You Here
What Got You Here... Happy 2020, by the way! We’re finally through the holiday season and are anxiously waiting for the time change to happen. This is my least favorite time of the [...]
Lessons from my Neighbor
Lessons from my Neighbor Happy November…the time change that I so loathe happened the other day & after 2 days of getting dark at 5PM, I’m already over it! 2019 has been [...]
How Secure Is Your Social Security?
How Secure Is Your Social Security? …and I’m not talking about whether or not you will receive a benefit, nor if the Government will go bankrupt and not pay your benefit. Keep reading [...]
Are You Serious? Can You Fix It?
Are You Serious? Can You Fix It? Happy Summer. I’m enjoying the warm temperature and longer days. It’s easier to get those last 9 holes in when I’m able to play. Growing [...]
What’s Your End Game?
What's Your End Game? Today is officially the first day of Spring. Hallelujah! Couple of things going on in my head these days…first of all, I wish the weather would make up its [...]
Securities and Advisory services through Madison Avenue Securities, LLC. Member FINRA/SIPC, and a registered investment advisor. Stewardship Private Wealth Management and Madison Avenue Securities are not affiliated. Elite Insurance Solutions, LLC and Madison Avenue Securities are not affiliated.
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