Many years ago, as I learned the financial planning trade in Victoria, I worked with a husband and wife. “Bill” neared retirement and he and

As the economy continues to struggle, the phrase “QE2” is frequently discussed by the government as its next strategy to solve our woes. Although QE2

Frequently, I’m asked whether Apple, Google or some other random stock is a good investment. The answer often frustrates. My reply is: “It depends.” What

“The Social Network,” a movie that recently premiered, offers an interpretation of the history of Facebook. Normally, a movie would not be of much interest

The last 10 years have seen stock market indices go nowhere. Although I constantly preach patience when investing, 10 years is a long time to

The competition to manage your money has never been greater. With poor investment returns and a slew of national scandals, people in the Victoria area

With erratic investment returns, it’s a good idea to take renewed interest in investment fees and sales charges paid on retirement plans. Most people never

Currently, there is another $100 million plus Ponzi scheme unraveling, this time in Minnesota. Sadly, many victims went to church with Trevor Cook and Pat

For nearly 20 years I have been fortunate to call Victoria home. During that time I have worked as a CERTIFIED FINANCIAL PLANNER with the

In the past six weeks, the stock market reminded all of us in the Crossroads that our old friend, Mr. Volatility, is not dead. He

Term life insurance rates are at historic lows. Is it the time to buy? A term policy has a set coverage period – anywhere from