facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Would you like to get Jeff's Life Lessons in your inbox each month?

Longevity: Embracing the Gift of Time and the Wisdom of Aging  Thumbnail

Longevity: Embracing the Gift of Time and the Wisdom of Aging

I recently celebrated a birthday, and like many milestones, it gave me pause. Birthdays aren’t just about cake and candles—they’re reminders of the time we’ve been given and the importance of how we choose to live it. As I reflected, I thought about how longevity is both a blessing...

Read More
Why Are the Markets Doing What They're Doing? Thumbnail

Why Are the Markets Doing What They're Doing?

A few weeks ago, I was sitting at a coffee shop when a familiar face walked in—an old client I hadn’t seen in years. After a quick hello and a few updates, he leaned in and asked with a puzzled look, “I don’t get it—why are the markets...

Read More
Dazed and Confused: Navigating Today’s Economic Whirlwind Thumbnail

Dazed and Confused: Navigating Today’s Economic Whirlwind

If there’s one phrase that seems to capture the current mood of many investors, business owners, and everyday consumers, it’s “dazed and confused.” With tariffs being imposed, lifted, and reshuffled almost overnight, global conflicts unsettling markets, and inflation still rearing its head in unexpected places, how could anyone feel grounded...

Read More