Why I (a Financial Advisor) Am Not Worried About the Economic Downturn

In the midst of the COVID crisis, I am determined to be a voice of reason and a calming presence. My hope is that my role as a financial advisor […]

Optimism in the Middle of Fear and Panic

I believe that any happy existence should be filled with Purpose, Security, and Hope. These are the three pillars of Self-Wealth—a concept I write about extensively on my website and […]

Keep Calm and Leave Your Investments Alone

The corona virus scare has shaken our entire nation and the globe. People are stocking up on rice, hand sanitizer, and bottled water. Shelves are bare. Flights are being canceled […]

Your Stress-Free Finance Plan (Have your latte and savings, too!)

  Tax season is upon us, which serves as a great time to do an annual review of our financial stability. Most financial experts agree that an annual review is […]

One More (Surprising) Reason to Practice Long Term Investing

If you’d read some of my past posts, it’s no mystery that I’m a proponent of long-term investing. I believe the adage “Good things come to those who wait” is […]

Your Meaningful Money Year

This is the time of year for resolutions and fresh starts. Maybe you’ve already decided to improve your eating habits, exercise more, or learn a new language…but have you considered […]

Staying Grateful and Present Under Pressure

The end of the year brings its own set of tests and challenges. Preparing for the holidays and wrapping up projects at the office might have you feeling stressed or […]

5 Budget-Friendly Ways to Find Your Calm

Everyone deals with stress differently. Some people might “check out” for several weeks and take a luxury vacation. Others may go on a shopping spree or treat themselves to a […]

5 Ways Working After Retirement Can Benefit You

While retirement promises the freedom of your own schedule, it also brings with it a question, for some, which can be more difficult to answer: How do I fill the […]