In my last blog post, I provided some basic information about the term “fiduciary” and discussed some of a fiduciary’s main obligations to their clients (if you haven’t read that […]
The Troubling Rise of Betting Markets
Today, it’s possible to place a bet on almost anything. You can bet on the outcome of a pro-wrestling match, or the success of a rocket launch, or even whether […]
What Your Retirement Plan Might Be Missing
Many people I work with are eager to retire. It’s their main goal—the thing they work toward year after year. And the financial planning industry clearly supports this goal, with […]
How Much Do Oil Prices Matter?
We’ve been here before. Unrest in the Middle East inevitably means unstable or increasing oil prices, which can easily cause consumers to go into a panic. But how much should […]
Resisting Emotional Investing
During times of turmoil, people sometimes make rash decisions. We might buy things we don’t need, or act out of character, or uproot our lives in some way. The same […]
Hope in Troubling Times
No matter your background or political affiliation, you’ve probably been affected in some way by the unusual and sometimes troubling times we’re living in. With so much division, questions about […]
5 Everyday Money-Saving Tips
With the beginning of the new year, many people are thinking about a fresh start—and that can apply to finances. Starting out the year on the right foot can set […]
An Offline Holiday
We live in a plugged in, online world. In fact, it’s hard to escape it. Most of us spend our workdays online, watch screens for entertainment, scroll through social media, […]
Sharing Your Self-Wealth
Many people I know have more wealth than they realize. For them, the definition of wealth is narrow, only encompassing what can be found in your bank account or in […]
Seeing a Down Market as an Opportunity
Where some investors see bad news, others see opportunities. A bear market or a string of down days may not be as terrible as you think. For those with level […]