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 […]

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 […]

We tend to carry our family’s influence with us. Just like hazel eyes or freckles might run in the family, so too can personality traits, habits, and behaviors. Some of […]

Financial advisors are often asked exceedingly difficult questions. Our clients want to know what will happen with X, Y, or Z. What about the tariffs? The government layoffs? The boycotts […]