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 […]
Planning a Budget-Friendly Vacation
When it’s deep winter in the northern US, it’s easy for your mind to wander to warmer locales. A vacation can revitalize you, expand your horizons, and help you get […]
Leave Fads to TikTok…Not Finances
It seems that every week, there is a new fad on social media—a viral dance, a new challenge, some kind of silly trend. Most (though not all) are harmless, and […]
The Case for Making Fewer Financial Decisions
In today’s world, we are often presented with endless opportunities for decision-making. There are the small, everyday decisions—grocery store purchases, deciding which streaming platforms to pay for, choosing a new […]