As an investment advisor and partner to our clients, it is our responsibility to put stock market and investment news in proper perspective. While the media is reporting daily on market fluctuations and speculating on what might happen in the short term, it is our duty to help guide you through the โnoiseโ and stay […]
Bulls and Bears, Trade and the Fed: Advice for the Head Scratchers Read More ยป
The clients we encounter and develop relationships with come from all walks of life. Each personโs story is different. As is the case with all things, not everything is as it seems from a distance. This is an important thing to be cognizant of, especially as financial advisors and planners because it is our job
When it comes to meeting and exceeding your financial goals, the first step is always to come up with a reasonable and achievable budgeting and savings plan. The following steps can help you get a handle on your expenses and establish a clear plan toward building your savings and meeting your financial milestones.
5 Steps to Building a Successful Savings Plan Read More ยป
Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania? Read More ยป
Parents are a childโs first and most important teachers. Natural learning opportunities arise daily to teach children lessons in health, safety, manners and morals: eat your vegetables, donโt touch the hot stove, always say โpleaseโ and โthank youโ, and treat others the way you wish to be treated. All are essential truisms for leading a
Financial Education is an Investment in Itself Read More ยป
Distraction from the media, uncertainty or volatility in the markets, or pressure to buy and sell from friends, colleagues, financial โgurusโ and other less than reliable sources for investment advice can directly challenge an investorโs ability to make consistent, rational and logical investment decisions. The barrage of information coupled with some inherent behavioral biases can
Emotional Investing and Consequences of Behavioral Biases Read More ยป
In a perfect world, planning for retirement should be exciting (I canโt wait to retire early!), easy (automatic savings/contributions) and not stressful (I have so much money to save!)
Finding Confidence in Retirement Planning Read More ยป
Your time has finally come. You spent your years since high school scraping by on ramen noodles and pulling all-nighters so that you could score that great job, right? Now you have paid your dues for a few years and the time has come for you to get a raise or a bonus. This is
Did You Get a Raise? Donโt Let Lifestyle Creep Eat It Up Read More ยป
If we look at society and societal norms, a lot of weight is given to success when it comes to defining happiness. If we see a person who is successful, it is often assumed that they are happy. On an existential level we should consider what it all means. In reality, we actually have no
How Do You Define Financial Success? Read More ยป