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 […]

Optimism in the Middle of Fear and Panic

I believe that any happy existence should be filled with Purpose, Security, and Hope. These are the three pillars of Self-Wealth—a concept I write about extensively on my website and […]

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 […]

Warm News For Cold Nights (16 happy facts!)

As you’ve probably noticed, a lot of the news you get is not exactly positive. The media loves drama, and that usually means focusing on all the negative things that […]

Your Meaningful Money Year

This is the time of year for resolutions and fresh starts. Maybe you’ve already decided to improve your eating habits, exercise more, or learn a new language…but have you considered […]

How to Teach Children Gratitude

  It’s easy to want more. In many ways, we are hardwired from an early age to constantly strive for something else—something better. Sometimes that’s fine (the desire for more […]

Signs of HOPE in an Uncertain Financial Market

If you’ve been listening to the news lately, you’ve been hearing all kinds of doom and gloom predictions about the national and global economy. The global economy is slowing, we’re […]

Reducing Your Financial Footprint

No matter your view on cutting one’s carbon footprint, I think we can all agree that the world is a better place when we can all breathe fresh air, drink […]

Thoughtful, Yet Inexpensive Wedding Gifts (AND how to gracefully decline an invite)

In the upper Midwest, we often spend those long winter nights dreaming of summertime: lakes to jump into, bike rides to take, and evenings to spend barbecuing in the backyard. […]