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What does it mean to be an investor?

No one enjoys going through down markets…  Even some of the most experienced investors who have been an investor for 25 years and navigated events such as, Y2K, the Dot Com Crash, 9-11, the 2008 financial crisis, and pandemics, etc don’t enjoy them. Market downturns make me emotional, even as a financial advisor with the insight that I have in […]

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August 26, 2022

Stagflation and your money

If we’ve learned anything over the last few years (or decades) it’s that the media is really good at scaring us. The current trend to be scared about is the idea of stagflation.   I double-checked with the CDC, and while we don’t need to wear masks to help beat stagflation, there IS a “vaccine” to […]

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June 28, 2022

Wow, That’s a Lot of International!

The Christmas season is meant to be a time of relaxation and celebration. Most people use it to wrap things up for the year and spend time with friends and family.  I used it to look over  the international exposure in my clients’ portfolios and check to see if it was still academically sound. For […]

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January 25, 2022

How Much Should I Save?

This is one of the most frequent questions I am asked despite age, job, marital status, net worth etc. The answer is actually really simple, but not easy. If you are a client of mine, you’ve more than likely heard me say the phrase, ‘Simple, not easy.” How do you wake up early in the […]

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December 28, 2021

I Am Always Worrying For You

In March of 2020, I began to write what I was feeling, and that feeling was a type of worry. I wasn’t worried markets would crash and never recover. Instead, I was worried my clients were concerned about something they couldn’t control or understand. The article I published last year can be found HERE. As […]

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September 27, 2021

Burgers, Chili, Tacos, Spaghetti

              When I was playing for the Steelers, I had a coach that used to joke we were eating the same food all week it was just presented differently. Inevitably, when we would have burgers on Monday, we would end up with chili, tacos, and spaghetti for the rest of the week. He would use […]

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June 30, 2021

2020… The Year That Taught Us All Discipline Makes a Good Investor

On January 3rd of 2020, I responded to a client’s email asking about advice she received from a trusted family member. The advice was centered around her taking a less diversified approach and to “push it a little” because of the good year stocks would have in 2020. Below is an excerpt of my reply: […]

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January 31, 2021

DOW at 30K

Ask a group of people to raise their hand if they think they’re a below average driver and hardly anyone will. Most people think everyone else has a driving problem. However, statistically, about half of the drivers in America are below average! I tell people that behavior is the biggest determinant as to whether or […]

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December 22, 2020

Allow Me To Worry For You

What I am doing to stay on top of markets during scary times. For context, below are some of the big events that happened in the last 20 years alone causing investors to worry: All of the above caused at least some people to worry about their money and investments. The longer I am in […]

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March 21, 2020

When Markets Turn

When markets turn, it can come as a complete surprise to even the most experienced advisor. We often don’t know when the market has officially turned while we are in the midst of it. It’s easy to look back in history and year-to-year, or even month-to-month and recognize the beginning or end of either a bull […]

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January 21, 2020

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, Suite 300, San Diego, CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0L49687. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  (619) 684-6400. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0L49687 | Terms of Use | Online Privacy PolicyImportant Disclosures |  2023-158307 Exp. 08/25