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, […]
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 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 […]
