Apr 27, 2020
Oil prices went negative last week. That’s right, negative. What does that mean for the economic recovery from the coronavirus crisis? Plus, Jon discusses why a bear market might give us a great opportunity to do Roth conversions. Have a question for Jon? Drop us a message at
Apr 20, 2020
Plans are underway to gradually reopen the country and get the economy moving again, prompting some economists to predict a “V-shaped recovery.” But Jon says it may be more of a jagged line. How are you positioning yourself for the recovery? Get a portfolio check-up or sign up for one of Jon’s upcoming online...
Apr 13, 2020
Perhaps you’ve tackled all the projects on your honey-do list at home during this self-quarantine period (or you’ve just given up). Maybe it’s time to tackle a few financial to-dos! This week, Jon walks us through 5 things you can actually accomplish at home. Have a question about any of the steps? Reach out to us
Apr 6, 2020
We’re all looking for the positives after a tough few weeks of social distancing and worrisome headlines. Jon explains this week how the coronavirus crisis is allowing us to “hit the reset button” on our lives & our finances too. Sign up for your virtual consultation with Jon at