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Quarterly Comments – Expansion or Explosion?

Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond …

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Spring Cleaning Your Estate Documents

Spring cleaning is more than just an expression- it’s time to review your essential documents like Wills, Trusts and Insurance Polices.

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What a Year It Has Been!

Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends …

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In a recent article by Tiffany Lam Balfour in NerdWallet, Linda P. Erickson, CFP® offers some insight into how careful planning and “intentional actions can help reduce roadblocks to financial health”. Read How Women Investors Can Rewrite Their Financial Futures

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