Archive | January, 2015
150102113818-downton-abbey-season-5-promo-620xa

Things We Learn From Downton Abbey!

I knew I loved this show for so many reasons, but this just topped it off!! Every year I wait like a kid in a candy store for the show to return to PBS! The show is captivating and transports you to a world and time when money, society, the help, and living were treated […]

Read full story Comments are closed
financially fit 2

Get “$” Fit Challenge- January 2015

Every year we set new resolutions, but often times we do not achieve them. This does not mean we are bad people, it means we are human!! We need to start looking at them as goals that can be achieved! I think it is important to set objectives during your journey to achieve your ultimate […]

Read full story Comments are closed
portrait

Happy Martin Luther King Jr. Day!

I grew up during the civil rights movement and remember seeing Martin Luther King Jr. give his speeches on the television. He showed a nation what inspiration and passion for a common goal could do. This movement and equal rights in general remain important events in my life. I may be a financial planner who wants to […]

Read full story Comments are closed
tumblr_mfwexf2NBI1rd6r7uo1_400_large

New Year’s Thoughts… Relief or Anticipation?

Welcome 2015!  In China it’s the year of the Sheep! A new year brings anticipation to some and relief to others.  What group do you belong to?  Where do you fall when it comes meeting the financial goals you have for yourself? Relief is a word I hear used to describe the period at the […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.