Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

The COVID-Zone: An Antidote to Blue Zones?

Daniel Buettner introduced Blue Zones in a November 2005 National Geographic Magazine cover story.  Dr. Nussbaum discusses how hibernating goes against thriving and Blue Zone life.

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Neuropsychological Aspects of COVID-19:  Call to Action

Our own Dr. Nussbaum discusses the effects of our "loss of control" from COVID-19 and how to prioritize our psychological health.

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People Financially Affected Experiencing More Psychological Distress Than Others

FactTank examines psychological distress during this trying time.

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Most Americans Say Coronavirus Outbreak Has Impacted Their Lives

Pew Research looks into the impact of the pandemic on American lives.

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