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It was a privilege being invited by Nationwide to be on the floor of the New York Stock Exchange for the opening bell yesterday. Thank you, Anthony Maiorella, for inviting me! The series of presentations about today’s market environment and Medicare planning given by Market Hackett, Cathie Cobe, and Stephane Detobel were fascinating and very...
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This past week I had the pleasure of being interviewed on CUTV. The topic of my segment was regarding financial planning for young professionals. I shared that beginning with a simple infrastructure of saving, protecting, and investing while updating it periodically may very well put them in a good trajectory for long-term financial success. Listen...
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