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 […]
When Disaster Strikes (Finances and Natural Disasters)
Though human beings are incredibly inventive and have come up with all kinds of innovations over the centuries (or even the past ten years), they have yet to control mother […]
Leave Fads to TikTok…Not Finances
It seems that every week, there is a new fad on social media—a viral dance, a new challenge, some kind of silly trend. Most (though not all) are harmless, and […]
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 […]
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 […]
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 […]
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 […]