James Hogan

Markets are panicky right now, which is why we think this is a good time to step back and pay close attention to the bigger picture.

If you need a game plan for reaching your financial goals, I can help.

Having a vision for what you want is not enough. Vision without execution is hallucination. - Thomas Edison

Great information to act on before the end of the year that could help shrink your tax bill. Please reach out if you’d like to discuss ways to be more tax-efficient with your financial plan.

"The invest-only approach is like driving a car without brake pedals and turn signals you go forward, but you won’t go very far, because you’re not accounting for most of the risks on the road. That’s most Americans’ status quo, and it needs to change."