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 […]
Destination: Financial Freedom
In the U.S., we’ve just celebrated our nation’s birthday. Independence Day is associated with barbeques, fireworks, relaxing at the beach, and, of course, freedom. In a nation that touts a […]
Optimistic and Prepared Investors
I’ve been a financial advisor for a long time. I’ve seen periods of rapid expansion and contraction. I’ve witnessed extreme highs and lows in the stock market. Throughout the years, […]
5 Life Lessons from Nature
It may still be chilly in the upper Midwest, but spring is right around the corner. The snow will disappear, the crocuses and daffodils will begin popping up, and we’ll […]
5 Ways to Save Gas Money
Even before federal sanctions on Russian oil, the price of gasoline was already creeping upward. Now, it’s not uncommon to see prices listed at well over $4 per gallon…and experts […]
Loving Differences
February is known to be the month of love. We spend money on flowers, chocolates, and fancy dinners. If a significant other is not in the picture, we are told […]
Adopting a Clean Slate Attitude (even if the New Year doesn’t feel “fresh”)
The New Year is full of symbolism and hype. People are encouraged to make resolutions and look at the year ahead as a fresh start, a clean slate. But what […]
A Message of Optimism
In general, I’m optimistic about the future. As I’ve discussed in past blog posts, we have made many incredible advances as a society, and we continue to push the envelope […]
Self-Wealth and Gratitude
Tis the season to be grateful! Even those who are going through a rough patch can find positive aspects in life if they choose to look for them. Be thankful […]