When I was young, there was no such thing as “helicopter parents.” We roamed around, rode our bikes everywhere, and returned home for dinner. We were also expected to work […]
Life is Short; Find Purpose in Your Work
I’ve encountered far too many people over the years who are miserable. They complain that they’re busy, work is stressful, they have no time to do what they love, and […]
The Benefits of Being a Patient Investor
In today’s interconnected, modern world, things tend to move at a rapid pace. We can order food with the click of a button. We can get toothpaste or cat food […]
Bad News Sells…But You Don’t Have to Buy It
“Sell now!” “A recession is imminent!” “Consumers are struggling more than ever.” Financial news media often paints a dire picture, regardless of whether the news at hand is good or […]
5 Types of Financial Scams to Avoid
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 […]
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 […]
The Dollar is Strong! 3 Ways to Take Advantage
The U.S. dollar is having a moment. Never before has the value of the USD been so close to the British pound. On top of that, the USD is now […]
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 […]
Why I Don’t Fear a “Summer Slump”
For many people, summer is a time for relaxing at the beach, barbeques, gardening, and enjoying the sunshine. But for the stock market, things aren’t usually so rosy. Historically, the […]