According to the Global Wealth Report, only 8 percent of Americans are millionaires. That’s a relatively small sliver of the population, so it inevitably begs the question: What are these […]
Investing, Variable Incomes, and Weathering Storms
The only things certain in life are death, taxes, and…fluctuations in the stock market. It inevitably experiences highs and lows, surges and dips. As a financial advisor, and someone who […]
Why I Don’t Fear a “Summer Slump”
For many people, summer is a time for relaxing at the beach, barbeques, gardening, and enjoying the sunshine. But for the stock market, things aren’t usually so rosy. Historically, the […]
Destination: Financial Freedom
In the U.S., we’ve just celebrated our nation’s birthday. Independence Day is associated with barbeques, fireworks, relaxing at the beach, and, of course, freedom. In a nation that touts a […]
High Inflation: We’ve Been Here Before (Don’t Panic!)
When you turn on the news lately, the buzzword on everyone’s lips is “inflation.” Reporters talk in serious tones about the rapidly rising rate of inflation and how it’s affecting […]
Why Investing Isn’t a Game
Be careful when faced with the gamification techniques that many investment platforms are utilizing. Such techniques include stock price notifications, headlines that evoke a “fear of missing out” (FOMO) reaction, […]
Small Habits Can Create Big Changes
In his book Atomic Habits, author James Clear discusses the power of making small, incremental changes. Through tiny, persistent modifications, sports teams can become powerhouses, entrepreneurs can build successful businesses, […]
Facing the Unknown
For the most part, people love certainty. We like to know we can count on the basics—a roof over our heads, food on the table, love from family and friends. […]
The True Cost of Subscriptions
“It’s just $5 per month. What harm could it be?” “Sure, it’s costly, but I can stop my subscription whenever I want.” “I’ll just subscribe for the trial period and […]
You Need to Save More for Retirement Than You Think
Ah, retirement! That is the end goal for many employed people who simply want to relax and live their best lives outside of work. I’ve talked with people who want to […]