In the upper Midwest, winter is still very much upon us. We have at least a couple more months of cold and snow, which tends to zap our energy and […]
5 Types of Financial Scams to Avoid
Today, more than ever, the financial industry is rife with scams. With online transactions and investment tools becoming increasingly prevalent, there are more and more opportunities for scammers to take […]
Daily Financial Planning for College Students
The semester is relatively new, and college students are easing back into their classes and life as usual. With so much on a typical student’s plate—studying, attending classes, extracurriculars, socializing—it […]
6 Easy and Practical Financial Resolutions for the New Year
It’s a new year, and a new opportunity to start fresh with your financial goals. Maybe the holidays strained your wallet more than you would have liked. Or maybe you […]
The Dollar is Strong! 3 Ways to Take Advantage
The U.S. dollar is having a moment. Never before has the value of the USD been so close to the British pound. On top of that, the USD is now […]
How Wealthy Individuals Made Their Millions
According to the Global Wealth Report, only 8 percent of Americans are millionaires. That’s a relatively small sliver of the population, so it inevitably begs the question: What are these […]
Investing, Variable Incomes, and Weathering Storms
The only things certain in life are death, taxes, and…fluctuations in the stock market. It inevitably experiences highs and lows, surges and dips. As a financial advisor, and someone who […]
Why I Don’t Fear a “Summer Slump”
For many people, summer is a time for relaxing at the beach, barbeques, gardening, and enjoying the sunshine. But for the stock market, things aren’t usually so rosy. Historically, the […]
Destination: Financial Freedom
In the U.S., we’ve just celebrated our nation’s birthday. Independence Day is associated with barbeques, fireworks, relaxing at the beach, and, of course, freedom. In a nation that touts a […]
High Inflation: We’ve Been Here Before (Don’t Panic!)
When you turn on the news lately, the buzzword on everyone’s lips is “inflation.” Reporters talk in serious tones about the rapidly rising rate of inflation and how it’s affecting […]