As we’ve seen over the past few months, the stock market can fluctuate to wild extremes. It can dip with bad news (or even rumors of bad news) and soar […]
Your Financial Planner Doesn’t Own a Crystal Ball
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 […]
Why I Believe in Business as Usual
Whether you believe it or not, we’ve been here before. Sure, we haven’t experienced these exact circumstances in this precise context, but we, as a nation, have experienced long stretches […]
6 Ways to Protect Your Online Financial Information
Today, cyber attacks are becoming increasingly common. In 2022, the FBI received 800,944 complaints related to internet crime, and it is predicted that the cost of those breaches is well […]
Emotions & Investing Do Not Mix
A major part of being a responsible and prudent investor involves ignoring your emotions and kneejerk reactions, and turning to logic and evidence to guide you. With our interconnectedness, all-consuming […]
When Disaster Strikes (Finances and Natural Disasters)
Though human beings are incredibly inventive and have come up with all kinds of innovations over the centuries (or even the past ten years), they have yet to control mother […]
Planning a Budget-Friendly Vacation
When it’s deep winter in the northern US, it’s easy for your mind to wander to warmer locales. A vacation can revitalize you, expand your horizons, and help you get […]
Leave Fads to TikTok…Not Finances
It seems that every week, there is a new fad on social media—a viral dance, a new challenge, some kind of silly trend. Most (though not all) are harmless, and […]
Welcoming Change (in the New Year)
For many people, change is scary. It represents a step into the unknown, or a departure from norms and routines. Change might make us feel uncomfortable, uncertain, frustrated, or even […]
Kindness, Finances, and the Holiday Season
The holiday season is upon us, a time when we’re supposed to be filled with joy, gratitude, and a spirit of generosity. Yet for many, the holidays can be a […]