We tend to carry our family’s influence with us. Just like hazel eyes or freckles might run in the family, so too can personality traits, habits, and behaviors. Some of […]
5 Ways to Empower Young People
Young people today often get a bad rap. We’re told that they’re lazy and unmotivated, they have no desire to work, and they all want to be social media stars. […]
Avoid Financial Advisors Who Deal in FEAR
As I’ve discussed in past blog posts, fear sells. Fear helps media outlets and influencers get clicks and increase traffic to their websites. It is what keeps people tuned in […]
Emotions & Investing Do Not Mix
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” […]