A LOT has happened since February/March, 2020, but let’s pause for a moment and try to remember what that moment was like in the U.S. That time was characterized by […]
Adapting an Emergency Savings Mindset (5 Strategies)
By now, you’ve probably heard that Americans, as a whole, are abysmal at keeping up an emergency savings account. The vast majority of people cannot scrape together four hundred dollars for […]
Avoid Being a Jumpy Investor
Lately, the stock market has behaved like a kid on a teeter-totter, rocketing up and plummeting down just as quickly. It has defied logic, remaining robust while unemployment numbers soar […]
Ramping Up Savings (even during hard times!)
Now is the time to step up your savings and start tucking away cash in your emergency savings fund or (with the help of a financial advisor) investing it. […]
Standing Up to FEAR
It is easy to be driven by fear. In fact, our brains are programmed to respond to anything that prompts anxiety or unease–it’s a survival instinct. But we’re long past […]
Are You Considering an Additional Source of Income?
Sometimes it’s nice to line your pockets with a little extra play money. Or maybe, you just want to put more towards your savings. Either way, you might consider […]
Why I (a Financial Advisor) Am Not Worried About the Economic Downturn
In the midst of the COVID crisis, I am determined to be a voice of reason and a calming presence. My hope is that my role as a financial advisor […]
Keep Calm and Leave Your Investments Alone
The corona virus scare has shaken our entire nation and the globe. People are stocking up on rice, hand sanitizer, and bottled water. Shelves are bare. Flights are being canceled […]
Your Stress-Free Finance Plan (Have your latte and savings, too!)
Tax season is upon us, which serves as a great time to do an annual review of our financial stability. Most financial experts agree that an annual review is […]
One More (Surprising) Reason to Practice Long Term Investing
If you’d read some of my past posts, it’s no mystery that I’m a proponent of long-term investing. I believe the adage “Good things come to those who wait” is […]