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Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
They are the conversations no parent wants to have, and yet they are incredibly consequential.
Today marked a 7.6% rise in the market, as the Dow rallied over 1500 points! While this is certainly nice to see, we still may continue to see some additional volatility in our portfolios. Staying invested during bear markets can have a long-term positive impact. The video clip below illustrates
Tax News: IRS Announces Extended Deadline for 2019 Tax Returns
Americans Can Defer for 90 Days As we continue to face uncertain times, the IRS has made a welcome announcement.
Why People are Dishonest About Money
Money is a loaded topic, and many people grow up conditioned not to discuss it. It can make for uncomfortable conversations, certainly, and it’s not advisable to disclose all the details of your financial life, but many people are taking the secrecy too far. In fact, forty percent of Americans
American Consumers are Feeling Financially Strong
A look back at the Black Friday consumer spending records might have caught some by surprise. The mainstream media continues to gripe about a“struggling” economy and the “death” of brick and mortar stores, and this does not paint an accurate picture for the American worker and consumer. Luckily, we have
The Market Has No Memory
DIMENSIONAL FOUNDER DAVID BOOTH DISCUSSES THE LESSONS FROM 2019 THAT INVESTORS CAN APPLY TO 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at last year’s performance to draw conclusions they can use to
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Walter and Allie to Speak at The Gathering of Light!
Preparing Your Finances When You’re Expecting
The Birth of a Grandchild: 529 plans and Trusts
The Lovely Language of Legal Tender
Hemline Index
The Little Things We Do Really Matter
The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
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