Most of the best financial advisors I’ve known have a service mindset. That statement may strike some as strange, given that this is a profession centered around money. As we […]
Can Your Financial Plan Endure Market Turmoil?
It seems that we are always living in unprecedented times. When you flip on the news, a new catastrophe has occurred, a new presidential order, a new stock market development […]
What if the Market Declines?
For years now, people have been predicting a stock market crash. Notice I said “people” and not experts. These predictions might be made on TikTok or Facebook or on the […]
Applying the Term Fiduciary to Financial Advisors
In my last blog post, I provided some basic information about the term “fiduciary” and discussed some of a fiduciary’s main obligations to their clients (if you haven’t read that […]
What is a Fiduciary Anyway?
The term fiduciary has been tossed around frequently in recent years. Consumers know that it’s a good thing to be a fiduciary and to work with one, but they do […]
Keeping Steady Amid Chaos
It can be difficult to be a responsible investor in a world filled with short-term thinking and impulsiveness. Things move so quickly and there are so many distractions that it’s […]
The Troubling Rise of Betting Markets
Today, it’s possible to place a bet on almost anything. You can bet on the outcome of a pro-wrestling match, or the success of a rocket launch, or even whether […]
Teaching Young People Financial Independence
A recent infographic by Visual Capitalist mapped out where in the United States young people (ages 18 – 34) are most likely to live with their parents. In North Dakota, […]
What Your Retirement Plan Might Be Missing
Many people I work with are eager to retire. It’s their main goal—the thing they work toward year after year. And the financial planning industry clearly supports this goal, with […]
What Inflation Means for You
Inflation is a natural part of economic growth and changes in the market. Supply and demand constantly shift, affected by global trade and tariffs, the climate (e.g., a drought affecting […]