It has been a busy year when it comes to updates and changes concerning your money. In addition to working on personal investment strategies that help our clients’ financial plans, we’ve had the SECURE Act and the CARES Act...
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With the election just days away and COVID-19 cases still surging globally, you may feel the unrest that goes along with not knowing the future nor being able to control it. They are calling 2020 The Year of Anxiety...
The stage is set…it is Trump/Pence vs Biden/Harris. And just in case 2020 has not been eventful enough, let’s add Kanye West to the mix. So much has happened politically and economically in 2020, that it only makes sense...
The title of today’s blog is in thanks to the many great sayings of Yogi Berra. Major League Baseball threw out its first pitch four months late, after a long delay of finding a roadmap to return safely with...
You may think that if you want to increase your financial well-being, the time spent on financial data, like Morning Star ratings and “expert” advice from major financial news outlets, is more effective than the practice of mindfully utilizing...
“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...
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...
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...
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,...
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,...