Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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Congratulations, You’re Ready To Retire! Now What???

By Nancy Graham · August 2, 2018 - 0 comments

Have you been so busy saving and investing toward retirement, you end up at a loss when the time comes for spending it? Few of us have money to burn, so most of us are itching to know the answers to this No Dumb Question: Once you’ve funded your retirement, what’s the most tax-efficient way to spend those reserves? 

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How Much Life Insurance Do You Really Need?

By Nancy Graham · July 5, 2018 - 0 comments

Most key breadwinners want to protect their households against financial distress should the unexpected occur. That said, there’s no sense over-spending on an expense that is, let’s face it, not the most fun thing you’ll ever buy. So, it’s certainly a fair and frequent No Dumb Question: How much life insurance do you really need … and what kind should you get?

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Holy Smokes, Another Hot Stock?

By Nancy Graham · June 7, 2018 - 0 comments

This year, we’re in the weeds with cannabis stocks. Before that, bitcoin was on fire. Next year … who knows? If there’s one thing I can tell you, it’s why you’re best off ignoring these sorts of hot stock tips, regardless of their source. A cool-headed strategy is a lot less likely to go up in smoke.

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