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One Young Woman’s Fight for the Planet

Not much more than a year ago, no one had heard of 15-year-old Greta Thunberg, a Swedish high school student concerned that her government was not doing enough to curb carbon emissions. In August of this year, this courageous young woman sailed across the Atlantic in...

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Real Estate Happy Hour hosted by SilverPeak Wealth

Real Estate Happy Hour Thursday, November 7th, 4:00 SilverPeak Wealth is bringing in experts from two of the leading national real estate firms: Blackstone and CIM Group. Our panel will discuss their processes for purchasing and managing real estate and how investors can benefit from including real...

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Rethinking Retirement

At first, the goal is to save enough to retirement.  But once that goal is achieved, many people find themselves asking, "Is that all?"  Money cannot buy happiness, but money often provides the freedom to ask, "What do I want?"...

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Time to Refinance… Again?

The average rate on a 30-year fixed-rate mortgage was 3.9% at the end of last week. That is down from 4.5% as recently as last spring, the lowest since May 2013 and far below the 5 percent-plus rates that prevailed as recently as early 2011. ...

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Schwab Impact Conference in Denver

I had the pleasure of running into an old friend at the Schwab Impact conference in Denver yesterday. Impact is an annual conference for independent advisors who work with Schwab. Andy and I started in the business together more than 20 years ago. We were 20-something...

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