We live in a plugged in, online world. In fact, it’s hard to escape it. Most of us spend our workdays online, watch screens for entertainment, scroll through social media, […]
Why Goals Work (and How to Set Them)
One of the pillars of Self-Wealth is Hope. Hope is a force that drives us, gives us reasons to get up and get moving in the morning, and helps provide […]
Sharing Your Self-Wealth
Many people I know have more wealth than they realize. For them, the definition of wealth is narrow, only encompassing what can be found in your bank account or in […]
Seeing a Down Market as an Opportunity
Where some investors see bad news, others see opportunities. A bear market or a string of down days may not be as terrible as you think. For those with level […]
Financial Security: Moving From Reactive to Proactive
Many of us take life as it comes, rolling with each punch. While that can work well in some cases (and it’s certainly not a bad thing to be adaptable), […]
Finding Common Ground with Everyone
Today’s world can often seem incredibly black and white. Either you support a certain politician (or political party) or you don’t. Either you’re pro-human rights or you aren’t. You believe […]
The Strength (and Size) of US Business
It’s undeniable that we’re going through a turbulent time in the US. Tariffs are threatened, then rescinded; inflation continues to rise, while consumer buying power is decreasing. And the stock […]
Why Trying to Beat the Market is Unwise
Whenever I hear of someone attempting day trading to “make some extra money,” I can’t help but shake my head at the riskiness of this decision and the almost certain […]
One Crucial Reason to Hire a Financial Advisor
As a financial advisor, you may be surprised to hear me say that not everyone needs to hire a professional financial planner. In some instances, individuals (especially those with straightforward […]
How to Build and Protect Your Credit
So many of life’s major purchases and decisions are influenced by something most of us rarely think about: our credit score. A credit score can determine if you can get […]
