Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s talk about what you can do to help reduce your risk.
AMERIPRISE.COM
Strategies to help reduce investment risk
Good seeing Doug and Barb Watkins this week. It's been a week since Doug's surgery where he gave his left kidney to his good friend and both are doing great!
Creating a legacy can take many different forms. How will you create your legacy?
NYTIMES.COM
A Collector’s Dream: Creating Your Own Museum as a Legacy
How are you helping the young people in your life prepare for important financial decisions?
This time of year, your employer may give you the option to enroll in or make changes to health insurance plans during open enrollment. Taking time to evaluate your options can help you ensure the right amount of coverage.
AMERIPRISE.COM
Tips on choosing health insurance during open enrollment
Great catching up with my good friend Dave Schwytzer! Always enlightening conversation. Missed having Doc with us this time, see you again soon.
Happy Birthday Angie Haddock
Thank you for all you do for our clients and the team!
Helping your adult kids? Consider a thoughtful investment strategy designed to deliver reliable income without impacting your lifestyle.
Great catching up with Tom Crews, head coach for DeSales basketball the other day. Good Luck this year Tom!
If you'd like to talk about your finances,
give me a call at (502) 653-6815
or come by my office at 12700 Townepark Way.