New Mobile Work Life

COVID-19 has impacted our lives in too many ways to count. One of the more notable changes as far as our work life specifically is the large uptick in employees working remotely. Within only a few weeks, the number of work-from-home employees went from 31% to 62% of the workforce. Working from home or “telecommuting” is a way in which employees use Internet connection and a computer to do work in the comfort of their own home. Many firms leverage the capabilities of Zoom, Google Hangouts, FaceTime, Skype, Cisco Webex, and other digital services to communicate via webcam, giving employees access to a pseudo face-to-face environment with their other remotely working coworkers. Overall, it was been a challenging time for many workers to transition to remote work life, but there are some benefits…

Investing for More

More and more investors today are incorporating their values and beliefs into their investment decisions. As a lifelong Catholic, I’d like to share a few thoughts about Impact Investing that I wrote for my fellow parishioners at St. Joseph Church in Stuart, Florida. Impact Investing is a strategy of investing that I refer to as ‘Investing for More.’

Tips for Preventing Identity Theft

Protecting yourself from identity theft is essential, and in order to truly secure your financial life, you must take a number of steps. From the information you share on checks to the online passwords you create, thieves can steal your identity in a variety of ways. To help proactively prevent identity theft, begin by following these tips…

Traveling on a Retirement Budget

The vistas. The glorious landscapes. The sunsets. The
quaint towns, the adventures. The sights and sounds of
traveling. All of it. But is it lost once you retire?

Why You Should Invest in Foreign Markets

Diversification helps balance out the two aspects of investing: risk and reward. Diversifying your portfolio of investments by investing in emerging and foreign markets outside the United States can help you in the long-term.

Downsizing Before Retirement

For those whom retirement is a long way off, it can represent a never-ending vacation, a time free of work and full of play. For others who are closer to retiring, their next chapter may represent an exciting season filled with new and meaningful contributions…

The Importance of Creating a Will

Creating your will can be a task you avoid as you are admitting to your eventual death. Having a will becomes a priority for many Americans after the age of 50, according to the AARP, but planning ahead is always advisable…

What your Broker Won’t Tell You…

I am a licensed investment advisor whose fiduciary duty is to act in my client’s best interest. However, for 23 years I was registered as a stock broker…