A large part of our role as an advocate and ally is to help clients stay positive. Particularly in times of stress, making good financial decisions is hard because it often means disciplining yourself to do the opposite of what human nature prescribes.

Anxiety and worry about the future can zap our positivity (and our immune system as well). We have put together a few resources to help inoculate you against making poor financial decisions during these turbulent times. We hope you find them useful.

An Introduction:


A recent CNBC op-ed piece from the Executive Producer of “The Big Bang Theory”:CNBC Article

A few of my favorite quotes:

Brief videos to keep your mind engaged:

And finally, a blog post I wrote at the end of 2019 that provides timely insight:

Stay in your Seat

I hope you will find these resources useful. Refer back to them when you need reassurance and reach out if you need to connect. Stay well.



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