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 […]

Reasons to Be Optimistic About the Economy in 2023

Much of my job as a financial advisor is to be a voice of reason—a calming presence. I do not find this role difficult because I truly believe what I […]

A Purpose-Centered Holiday Season

During the holiday season, it’s easy to become distracted by…everything. So many people, events, and things demand your attention. Retail stores bombard you with advertisements for the latest gadgets. Social […]

Frugal Living and Gratitude For What You Already Have

Trends come and go (quiet quitting, anyone?), but one trend that I hope will stick around is frugal living. Younger generations are increasingly embracing frugal lifestyles, and are making headlines by […]

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 […]