“The easy money has been made.” If you follow CNBC, Barron’s, or other major financial news outlets, you may have heard this term often. This phrase is used as a way to claim that positive stock market returns in the future will be harder...

Twenty years ago, when someone asked for my guidance on choosing an environmentally friendly investment strategy, there were very few choices. One or two companies offered “green” mutual funds that invested in solar and water. These funds did attract new money, yet rarely gave...

Wellness and the B-Word: Where to begin your financial wellness journey. Wellness seems to be an all-encompassing buzz word (buzz is not the B-word I’ll be referencing later). We often think about our body, mind, and spirit and how they are interconnected. There is...

One Shot at a Time: Increasing the odds of achieving your goals. One shot at a time, you hear golfers talk about this all the time. It seems like no matter what question a reporter poses to Tiger Woods, his answer is always “I...

Show Me The Money: Two Rules For Your Retirement Nest Egg There are two rules that we talk about with every prospect and client when investing and starting a financial plan. First rule, don’t lose the money.  Second rule, when I’m retired send me...