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Thursday, June 26, 2025

In 10 years of practicing financial advice, I have never heard anyone say, “The housing market’s down 20%, I’d better sell my house before the bottom drops out!” That would be crazy because we all know that asset prices go up over...

Thursday, May 29, 2025

Are your Goals at Risk?When people talk about investment risk, they’re usually referring to the variability associated with a given investment (those ups and downs in value). Based on variability, professionals and laymen alike...

Monday, April 28, 2025

Ever feel like your financial advisor is dodging your calls? It might not just be bad service—it could be about the money. If you’ve mysteriously begun to feel like you’re on the bottom of your advisor’s priority list, you may be....

Thursday, March 27, 2025

Making decisions on how to use our money is extremely difficult and money decisions can have a huge effect on our overall wellbeing, not to mention our goals. When considering whether to spend, save, or give; it’s helpful to remember...

Friday, February 28, 2025

Net worth isn’t the key to financial well-being—it’s just a number. You could have millions on paper but still feel stuck if your money doesn’t allow you to do the things you care about. Real clarity and confidence come from alignment...

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Tuesday, January 28, 2025

Many Americans are all too familiar with the pain and difficulty of divorce or widowhood. Divorce rates remain persistently high. Additionally, the age of the average widow is significantly younger than you might think. So, recovering...

Thursday, November 21, 2024

There’s a fascinating paradox occurring in our modern culture. While the overall status of women has improved in Western society, today, women report being far less happy than they were in the 1970’s. It’s easy to see why this might...

Wednesday, October 16, 2024

Men and women look at finance very differently, particularly when it comes to financial independence. When women describe financial independence, the most common themes are security, peace of mind, and being debt-free. In fact, 47% of...

Wednesday, September 11, 2024

Mistakes, not financial markets, prevent investors from reaching their financial goals. For this reason, a financial advisor’s greatest purpose is to help people...

Monday, August 5, 2024

It’s generally understood in the world of finance that the typical DIY investor averages only 3% per year on their investments. This is a terrible problem for two reasons. First, it means the average investor isn’t getting ahead of...

Friday, July 5, 2024

You love your kids and want them to have things easier than you did. But is helping them buy a house the best thing for anybody?

Tuesday, June 4, 2024

Women are perceptive, capable investors, and yet, things like the rising cost of health and long-term care for themselves[1] and/or their spouses[2] have most of them worrying about running out of money in the future. Are Women Really...

Friday, May 3, 2024

Have you been curious about whether now is the time to get into CDs or if you should stand by your portfolio? You're not alone! Read on for my thoughts

Thursday, April 18, 2024

Does retiring have the positive impact on our wellbeing that we think it will?  By creating a plan and being thoughtful about the tasks we will engage in throughout the course of our working lives and after we retire, we can decide

Tuesday, April 9, 2024

Is your goal to just retire or to retire with a sense of purpose and fulfillment? The first step to becoming an elite retiree is changing how one thinks about retirement.