The Cautious Optimism of Life Resuming after a Lost Year
Can I Retire in the Middle of a Pandemic?
Making Sense of the First Half of 2020 and Your Investments
Thoughts on COVID-19 – How It’s Affecting Our Clients and Our Firm
We’re In a Bear Market Due to COVID-19, Now What?
The Coronavirus & Your Investments
How to Protect What’s Yours – While You’re Alive
What Are The Ways A Financial Advisor Gets Paid?
Your Brain on Distressing Financial News
The Problem with Running to Cash When Times Get Tough
Non-Financial Advice to Help Achieve Financial Success
Things to Think About Before Deciding to Payoff a Mortgage Early
Fee-Only Advisors and Incentives
Fixed Income Investing in an Era of Rising Interest Rates
Recent Market Volatility
It’s Required Minimum Distribution Season
The Wall Street Journal & Morningstar Are Fighting
Early Fall Update To The Trump Tax Plan
What to Make of Bitcoin From an Investment Perspective
Fiduciary Advisors – What They Are and How to Find Them
How to Handle a Large Inheritance, Settlement, or Windfall
Morningstar Star Ratings – What is a Five-Star Fund?
Conversation Starter – World Market Cap
The Your Age in Bonds Rule for Portfolio Allocation Might Be Hurting Your Retirement
The Dow at 20,000 – The Dow is a Bad Index
How to Responsibly Help Your Kids with Money
Teaching Kids How To Invest
2017 Possible Tax Reform Chart
Possible Income Tax Reform & The Trump Tax Plan
Prediction Season – Navigating the Tips and Recommendations
Explaining Diversification and Why We Do It
The Pros and Cons of Getting a Store Credit Card
Managing Investments in a Trump Presidency
Is The Stock Market Affected By a Presidential Election?
How Much Do I Need To Save For Retirement?
Saving For College – College Costs & How Much To Save
Saving For College – Can I Do It?
The Ultimate Retirement Account – Health Savings Accounts (HSA)
What Does Buying a House Really Cost? (Pt. 2)
What Does Buying a House Really Cost? (Pt. 1)
What to Do With Your 401(k) After Changing or Leaving Your Job