A major part of being a responsible and prudent investor involves ignoring your emotions and kneejerk reactions, and turning to logic and evidence to guide you. With our interconnectedness, all-consuming […]
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 […]
Planning a Budget-Friendly Vacation
When it’s deep winter in the northern US, it’s easy for your mind to wander to warmer locales. A vacation can revitalize you, expand your horizons, and help you get […]
The Case for Making Fewer Financial Decisions
In today’s world, we are often presented with endless opportunities for decision-making. There are the small, everyday decisions—grocery store purchases, deciding which streaming platforms to pay for, choosing a new […]
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 […]
Estate Planning: One of the Greatest Gifts
It is never easy to cope with a loved one’s passing. Emotions are high, and people may act differently than usual due to their uncertainty and grief. Although this is […]
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. […]
Celebrating Five Years!
Five years ago, I made the terrifying but important decision to strike out on my own as a financial advisor. I had 30 years of experience under my belt, but […]
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 […]