Today, more than ever, the financial industry is rife with scams. With online transactions and investment tools becoming increasingly prevalent, there are more and more opportunities for scammers to take […]
Daily Financial Planning for College Students
The semester is relatively new, and college students are easing back into their classes and life as usual. With so much on a typical student’s plate—studying, attending classes, extracurriculars, socializing—it […]
6 Easy and Practical Financial Resolutions for the New Year
It’s a new year, and a new opportunity to start fresh with your financial goals. Maybe the holidays strained your wallet more than you would have liked. Or maybe you […]
A Purpose-Centered Holiday Season
During the holiday season, it’s easy to become distracted by…everything. So many people, events, and things demand your attention. Retail stores bombard you with advertisements for the latest gadgets. Social […]
Why You Need a Vacation
If you’re in a position to do so, why not take a vacation? Stepping away from your normal routine might be exactly what you need to rejuvenate, re-energize, and rediscover […]
How Wealthy Individuals Made Their Millions
According to the Global Wealth Report, only 8 percent of Americans are millionaires. That’s a relatively small sliver of the population, so it inevitably begs the question: What are these […]
Investing, Variable Incomes, and Weathering Storms
The only things certain in life are death, taxes, and…fluctuations in the stock market. It inevitably experiences highs and lows, surges and dips. As a financial advisor, and someone who […]
Don’t Panic! The Supply Chain is Fine
One of the themes that crops up from time to time in my blog posts is the theme of media sensationalism. When it comes to economic and financial news, it’s […]
4 Signs Americans Are Doing Just Fine
No one will deny we, as a country, are going through an odd period in history. When you mix the lingering effects of a long pandemic, a booming (though starting […]
High Inflation: We’ve Been Here Before (Don’t Panic!)
When you turn on the news lately, the buzzword on everyone’s lips is “inflation.” Reporters talk in serious tones about the rapidly rising rate of inflation and how it’s affecting […]