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This is a personal opinion blog written and edited by me (and sometimes by my husband, Jay.)  It’s a blog – not personalized investment advice. For advice specific to your situation, hire a Certified Financial Planner Professional!


To be clear: The advice provided is not personalized investment advice, may not be suitable for your individual situation, are not guarantees of future performance, and may differ materially from actual events that occur.

Please note – Nancy Anderson is a Senior Financial Planner with Key Private Bank. The views expressed by Nancy are her personal opinions and not those of Key Private Bank. Key Private Bank shall not be liable for any claims or losses of any nature, including, but limited to, lost profits, punitive or consequential damages.

This blog does not accept compensation from cash advertising, sponsorship, paid insertions or other forms of compensation.  We may in the future and if so, we’ll update this disclosure and clearly note if and when we are compensated.

This blog does not contain any content which may present a conflict of interest.


Comment policy: Does this pass the “grandmother test?”

Kindness and respect matters.

Before you hit publish on your comment, ask yourself, “Would my grandmother approve?”  Be respectful of others and post thoughtful and considerate comments even when we disagree on an issue.



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