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Financial Wizardy Cast Here!


-Securities Subject to Market Risk


4500 Westgrove Suite 356
Addison, TX 75001

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(818) 363-2787

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(818) 363-3797

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Use this calculator to estimate how much income and savings you may need in retirement.

How much will it cost to pay off a loan over its lifetime?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck