Whenever I hear of someone attempting day trading to “make some extra money,” I can’t help but shake my head at the riskiness of this decision and the almost certain […]
How Your Upbringing Influences Your Financial Outlook
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 […]
How Online “Noise” Affects Us
Not so long ago, the world was a lot quieter. Before the internet and social media, we were more present and more in tune with our surroundings. We were not […]
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 […]
Knowing When to Hire Good Help
As a financial advisor, I often work with clients who are trying to balance their time, talents, and resources. The truth is, you can’t do it all (and if you […]
Why Good Financial Planning Has Nothing to Do with Elections
As a financial advisor, I am well aware that individual investors can become anxious during election years. They wonder about their investments and financial plans, and if the election will […]
The Case for Taking a Break
I share something in common with many of my financial advisory clients: I tend to burn the candle at both ends and keep busy, sometimes to the point of exhaustion. […]
The Sandwich Generation (Caring for Children AND Parents)
As a financial advisor, I’ve had countless conversations with middle-aged clients who are finding themselves in a challenging position—caring for both their children and their aging parents. This “sandwich generation” […]
Innovation is Key to Success
During my years as a financial advisor, I’ve seen firsthand how the ability to innovate and adapt can make all the difference, especially during times of crisis and unexpected events. […]
It’s Okay to “Live Small”
If you turn on the news, pull up social media, or listen to the radio or a podcast, you’re sucked into a larger world. While this can be fun and […]