Over the course of the last few years, AI technology has grown exponentially and has completely dominated the tech world. If you’re using any piece of technology today, chances are […]
Thinking Long-Term in Your Later Years
There’s an old adage that goes, “Good things come to those who wait.” This is true in many areas of life, and it’s especially relevant to investing. Making kneejerk decisions, […]
5 Everyday Money-Saving Tips
With the beginning of the new year, many people are thinking about a fresh start—and that can apply to finances. Starting out the year on the right foot can set […]
Your Financial “Reset”
For many people, financial planning is one of the last things on their minds during the holiday season. And although I encourage folks to enjoy the holidays, I also hope […]
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), […]
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 Tariffs are threatened, then rescinded; inflation continues to rise, while consumer buying power is decreasing.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 Your Upbringing Influences Your Financial Outlook
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 […]