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 […]
Welcoming Change (in the New Year)
For many people, change is scary. It represents a step into the unknown, or a departure from norms and routines. Change might make us feel uncomfortable, uncertain, frustrated, or even […]
Kindness, Finances, and the Holiday Season
The holiday season is upon us, a time when we’re supposed to be filled with joy, gratitude, and a spirit of generosity. Yet for many, the holidays can be a […]
For My Clients, This is Just Another Year
Election? What election? Presidential election years are often a tense time for investors and, by extension, financial advisors. We don’t know who the new president will be or how that […]
Celebrating What You Have
Part of the great American dream is to always strive for more—more money, success, personal possessions, happiness. While I appreciate this dream in some ways (ambition and motivation can certainly […]
Dream Big (Why Not?)
When we were young, it seemed to take forever for things to happen. We would wait and wait for Christmas to come around, or for our birthdays to arrive. We […]
A Fresh Outlook on Finance
At the beginning of a new year, it’s easy to think about fresh starts and clean slates. We make resolutions, trying once again to eat healthy, exercise more, or read […]
Hope for the Holidays
We’ve reached the end of another year, and what a year it has been! Although 2023 wasn’t a perfect year (what year is?), it contained many positive events, innovations, people, […]