Over the course of the last few years, AI technology has grown exponentially and has completely dominated the tech world. If you’re using any piece of technology today, chances are […]
Thinking Long-Term in Your Later Years
There’s an old adage that goes, “Good things come to those who wait.” This is true in many areas of life, and it’s especially relevant to investing. Making kneejerk decisions, […]
Your Financial “Reset”
For many people, financial planning is one of the last things on their minds during the holiday season. And although I encourage folks to enjoy the holidays, I also hope […]
An Offline Holiday
We live in a plugged in, online world. In fact, it’s hard to escape it. Most of us spend our workdays online, watch screens for entertainment, scroll through social media, […]
Sharing Your Self-Wealth
Many people I know have more wealth than they realize. For them, the definition of wealth is narrow, only encompassing what can be found in your bank account or in […]
Financial Security: Moving From Reactive to Proactive
Many of us take life as it comes, rolling with each punch. While that can work well in some cases (and it’s certainly not a bad thing to be adaptable), […]
The Strength (and Size) of US Business
It’s undeniable that we’re going through a turbulent time in the US. Tariffs are threatened, then rescinded; inflation continues to rise, while consumer buying power is decreasing. And the stock […]
One Crucial Reason to Hire a Financial Advisor
As a financial advisor, you may be surprised to hear me say that not everyone needs to hire a professional financial planner. In some instances, individuals (especially those with straightforward […]
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 […]