When it comes to money management and investing, many of us fall into behavior patterns. We become accustomed to certain practices—certain habits—whether they’re good for us or not. Since spring […]
6 Unexpected Challenges of Early Retirement
Early retirement is undeniably an appealing prospect for many people. There are those who dream of relaxing, spending more time with their kids/grandkids, engaging in a meaningful hobby, or doing […]
Why Trust the S&P 500?
Let me begin this post by saying yes, I do trust the S&P (Standard & Poor’s) 500 Index (with a certain amount of caution, of course). But why? Why is […]
Why Long-Term Investors Are NOT Panicking
Market forecasters predicted that the past few years were going to be a catastrophe, and they were wrong. If you had listened to the doom-and-gloom forecasters at the beginning of […]
6 Easy and Practical Financial Resolutions for the New Year
It’s a new year, and a new opportunity to start fresh with your financial goals. Maybe the holidays strained your wallet more than you would have liked. Or maybe you […]
Reasons to Be Optimistic About the Economy in 2023
Much of my job as a financial advisor is to be a voice of reason—a calming presence. I do not find this role difficult because I truly believe what I […]
Why You Need a Vacation
If you’re in a position to do so, why not take a vacation? Stepping away from your normal routine might be exactly what you need to rejuvenate, re-energize, and rediscover […]
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 […]
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 […]
RETHINK Instead of RESIGN
Over the last year, millions of American workers have left their jobs. This phenomenon, widely know as the Great Resignation, has employers in a panic. With a definite worker shortage, […]