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 Tariffs are threatened, then rescinded; inflation continues to rise, while consumer buying power is decreasing.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 […]
Avoid Financial Advisors Who Deal in FEAR
As I’ve discussed in past blog posts, fear sells. Fear helps media outlets and influencers get clicks and increase traffic to their websites. It is what keeps people tuned in […]
The Backbone of the Stock Market (and why to trust it)
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 […]
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 […]