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 […]

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 […]

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 […]

Be careful when faced with the gamification techniques that many investment platforms are utilizing. Such techniques include stock price notifications, headlines that evoke a “fear of missing out” (FOMO) reaction, […]