You may have noticed the stock market taking a sluggish turn during the summer. The trading volume decreased, and the numbers haven’t been quite as strong as in pre-summer […]
Your Personal Finance is PERSONAL
When it comes to financial decisions, it seems like everyone has an opinion. News articles tell you to invest in this but not that. Social media tells us about get-rich-quick […]
Nervous About Investing in the Market? You Don’t Have To Be.
There are MANY ways to invest your money, some more risky than others. You could sock your spare cash into a savings account or CD. You could become part of […]
The Most Powerful 5-Letter Word?
When you’ve worked as a financial advisor for as long as I have, you develop a deep understanding of the importance of TRUST. Trust shouldn’t just be a vague idea, […]
6 Ways to Rein in Holiday Spending (and still have fun!)
During the holidays, it’s easy to get carried away with spending. I understand. In a way, it’s a reflection of your abundance—you have lots of family and friends that you […]
8 Ways to Cut Spending (AND Maintain Your Lifestyle!)
If you’ve read past blog posts, you know I’m a big believer in creating sustainable savings. It’s absolutely vital to build up an emergency fund, as well as invest in […]
Fight your short-term thinking tendencies!
In America, we are raised on short-term thinking. All our lives, we’ve been told to buy now, satisfy our cravings, or to take advantage of a “limited time offer.” We […]
Hurricanes, Fires, and Floods: How to financially prepare
The U.S. has watched in horror as three major storms—Harvey, Jose, and Irma—have devastated large populations within and just outside of our borders. One after another, these storms have demolished […]
Client FAQ: It’s a seller’s market! Should I sell my home?
It’s a seller’s market. If you pay any attention to the real estate industry, you’ll know that most areas in the nation are favoring home sellers, rather than buyers, at […]
Client FAQ: Is NOW a good time to invest in the stock market?
As of the writing of this blog post, the stock market is on an upward trajectory. It’s been robust lately and has seen some all-time highs this year (but to […]