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Its’s A Mad, Mad, Mad, Mad World!

Its’s A Mad, Mad, Mad, Mad World!
Sound familiar? The above is the name of an Oscar winning movie of 1963 starring over 50 well-known names of the Hollywood era. The plot, to refresh you, was in the dying words of an ex-con (Jimmy Durante) as he tells 5 strangers about $350,000 he left buried in Santa Rosita State Park under the…
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Rivertown Magazine
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Understanding Your Financial Position

Understanding Your Financial Position
Do you feel confused about your monthly investment statements? Do you understand the words that come out of your advisors mouth? Are you worried about if you'll have enough to retire? Does this sound like a Pepto-Bismol commercial? Confusion. I find that as I meet with people week after week, the main theme is confusion.…
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Rivertown Magazine
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I’m Drawing A Blank On This One

I’m Drawing A Blank On This One
After 30+ years and meeting with literally thousands of people along the way, I've been asked just about anything there is to ask. While primarily financially related, I never know what the context of the conversation is going to be from meeting to meeting: everybody is different, and every situation is different. I do have…
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Rivertown Magazine
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