Today’s world can often seem incredibly black and white. Either you support a certain politician (or political party) or you don’t. Either you’re pro-human rights or you aren’t. You believe […]
One Crucial Reason to Hire a Financial Advisor
As a financial advisor, you may be surprised to hear me say that not everyone needs to hire a professional financial planner. In some instances, individuals (especially those with straightforward […]
How to Build and Protect Your Credit
So many of life’s major purchases and decisions are influenced by something most of us rarely think about: our credit score. A credit score can determine if you can get […]
How Online “Noise” Affects Us
Not so long ago, the world was a lot quieter. Before the internet and social media, we were more present and more in tune with our surroundings. We were not […]
Avoid Financial Advisors Who Deal in FEAR
As I’ve discussed in past blog posts, fear sells. Fear helps media outlets and influencers get clicks and increase traffic to their websites. It is what keeps people tuned in […]
Emotions & Investing Do Not Mix
A major part of being a responsible and prudent investor involves ignoring your emotions and kneejerk reactions, and turning to logic and evidence to guide you. With our interconnectedness, all-consuming […]
Leave Fads to TikTok…Not Finances
It seems that every week, there is a new fad on social media—a viral dance, a new challenge, some kind of silly trend. Most (though not all) are harmless, and […]
Kindness, Finances, and the Holiday Season
The holiday season is upon us, a time when we’re supposed to be filled with joy, gratitude, and a spirit of generosity. Yet for many, the holidays can be a […]
The Case for Taking a Break
I share something in common with many of my financial advisory clients: I tend to burn the candle at both ends and keep busy, sometimes to the point of exhaustion. […]
Innovation is Key to Success
During my years as a financial advisor, I’ve seen firsthand how the ability to innovate and adapt can make all the difference, especially during times of crisis and unexpected events. […]