Lately, our nation (and world) have been going through some tough times. With the coronavirus, increased violence, and general unrest, many people have been at each other’s throats. Social […]
Standing Up to FEAR
It is easy to be driven by fear. In fact, our brains are programmed to respond to anything that prompts anxiety or unease–it’s a survival instinct. But we’re long past […]
Silver Lining Opportunities During the COVID Crisis
Call me an optimist, but I am starting to see many good things come out of our nation-wide quarantine. Don’t get me wrong—the COVID-19 pandemic is an awful event that […]
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 […]