Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

Father and son working in garage

Aging parents - 3 steps to personal readiness

Oct 09, 2020 |Linda Sama, CFP®

I have become acutely aware of how many of my peers will play the role of caregiver, care coordinator, or financial fiduciary. Be prepared to care!

Read more