Creating Financial Plans for Your Business and Family
For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.
Perhaps you’ve saved some money, bought some life insurance or invested in the market. But have you taken the time to examine your current financial situation to ensure that you are on track to meet your long-term financial goals?
That’s where I can help. Whether you are concerned about your own financial situation or that of your family or your business, I can help you identify your financial planning needs, and then address those needs by blending a wide range of insurance and investment products.
Market and Economic Commentary
Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our Weekly Market Commentary. Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary. Topics include:
- Stock market performance
- Developments in Washington
- News from abroad
- Employment
- Housing
- Gross domestic product
- Consumer spending
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