Exceeding Expectations

Welcome to my  website, where you'll find a wealth of information about my capabilities and how I can help you reach your financial goals. In addition, my site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with me to pursue your financial goals.

I'm here to help educate you about the basic concepts of investment planning, to help you learn more about who I am, and to give you fast, easy access to market performance and data.

I hope you take advantage of this resource and visit me often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information and I wouldn't want you to miss any developments in the area of personal finance.


 

 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

What Employment Says About the Economy

As important as the national unemployment rate is, it’s only a small segment of the overall data collected on the nation’s jobs situation and the economy at large.

More Newsletters →