Links for Clients

Link to WCM Client Portal

Reports, Snapshots, or to Send secure files to me.

Richmond HQ 804.644.4711

Link to Charles Schwab Alliance

Statements and Tax Forms.

To call Schwab Alliance use 800.515.2157

 Articles on Planning and Investing Topics

  • Lake Wobegon Investing

    This article discusses the mistake of assuming that higher returns always equals higher wealth. I also explain why the timing of market returns in your portfolio are important to managing wealth.

  • Lock Out ID Thieves

    I advise everyone (clients, family, friends) to LOCK their credit files.

    This article discusses the Why’s and How’s of protecting your identity.

  • Galactic Planning

    This article relates the decades long planning of space missions with decades long financial planning here on Earth.

  • Lifeboat Drills and Investing

    The time to plan for a disaster is before it happens. Don’t ignore lifeboat drills, including for your financial plan.

  • Gardens and Investing

    If you garden you can appreciate the time and attention that you need to grow plants. Too often investors lack the patience to allow their financial garden to grow.

  • Stay On Course

    Using a real life pilot error I discuss why it is important to have a process in place when flying and also when investing.