facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Latest From Our Blog


Traverse Wealth exists to serve its clients and help people understand many facets in a complex financial world. How these events, laws, strategies, trends, and structures co-exist can be confusing and intimidating. This blog is designed to be a filter - to break down difficult topics into simple, understandable pieces. Whether its timely market explanations or a crucial piece of financial planning information, we believe education is critical to making well-informed decisions - especially given how important this information is.


2019 Investment Thesis Thumbnail

2019 Investment Thesis

It's that time of year - I compile all my research and create a strategy for the coming year. This includes my best ideas, forecasts and expectations. Let's jump in. I think the Fed continues to tighten.