Summer Fun & Economic Updates

Summer Fun & Economic Updates

Greetings! I hope you are all enjoying your Summer so far. We had an excellent turnout at the KC Monarchs game with clients and their families on Sunday, June 1st. Icing on the cake- Monarchs won the game: 8-6! Make sure to read to the bottom of this newsletter...
Market Fluctuation Update

Market Fluctuation Update

Clients, friends, and colleagues: Recent market movements may be causing some concern, and I want to take a moment to both acknowledge your feelings and provide some perspective during this time of volatility. Market fluctuations, while unsettling, are a natural part...
Mid-Year Insights And Outlook

Mid-Year Insights And Outlook

I hope you are enjoying your summer. Some highlights from my family include: a trip to Arkansas to see relatives, Emma enjoyed her first firework show, and our tomatoes are bountiful and finally ripening in the garden!  As for Angel, her oldest son recently...
Clients and friends…

Clients and friends…

I hope everyone is enjoying Spring so far. We have several clients with exciting family events heading into graduation and wedding season. Angel’s youngest son, Kenny, is about to graduate from Blue Valley West and plans to attend Purdue University this Fall as an...
Happy New Year!

Happy New Year!

I hope all of you are staying warm and your year is off to a great start! Angel and I hit the ground running and have our 2024 Events all booked and lined out. If you’re a Schwab client with our firm, watch for your formal New Year’s Letter and 2024...