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Total: 50 results found.

What's a Mutual Fund?

Created on Tuesday, 15 January 2019. Posted in Content/our blog

... https://today.yougov.com/topics/finance/articles-reports/2018/02/27/americans-confident-financial-terms-mean Have questions? Ask me. I can help.  ...

Happy Holidays

Created on Tuesday, 18 December 2018. Posted in Content/our blog

...  Here's a link to a summary of the YouGov poll: https://today.yougov.com/topics/finance/articles-reports/2018/02/27/americans-confident-financial-terms-mean Have questions? Ask me. I can help.  ...

Don't Believe the Hype

Created on Tuesday, 11 December 2018. Posted in Content/our blog

The stock market has felt brutal the past several weeks, no doubt about it. The widely-reported point swings on indexes like the Dow and NASDAQ seem eerily reminiscent of the 2008 Financial Crisis, so ...

Round Three

Created on Tuesday, 04 December 2018. Posted in Content/our blog

... summary of the YouGov report... https://today.yougov.com/topics/finance/articles-reports/2018/02/27/americans-confident-financial-terms-mean Have questions? Ask me. I can help.  ...

More Definitions

Created on Tuesday, 27 November 2018. Posted in Content/our blog

... of financial planning and investment management, so it pays to know at least something about it. Weighty scholarly works have been written about the topic and it's hard to condense a definition down to ...

Happy Thanksgiving

Created on Tuesday, 20 November 2018. Posted in Content/our blog

It's been a tough year for many of you and it's a good time to acknowledge all we have to be thankful for. Personally, I'm thankful for many things, including the trust you place in me as your financial ...

Looking for Clarity

Created on Monday, 12 November 2018. Posted in Content/our blog

... have heard me say before, various agencies of the federal and state governments have been working to make financial relationships and the process of investing more transparent. They've had limited success. ...

Picking Out the Good Stuff

Created on Monday, 05 November 2018. Posted in Content/our blog

... folks back into the workforce. Perhaps due to these points, consumers continue to express growing levels of confidence. Interestingly, consumers are enthusiastic about their current financial situation ...

The Expectations Game

Created on Monday, 08 October 2018. Posted in Content/our blog

... to take risk to grow but we also fear loss more than we value gain. The financial media touts recent performance, but real wealth is usually built brick by brick over time. There are many ways to consider ...

Quarterly Update

Created on Monday, 01 October 2018. Posted in Content/our blog

... begin to slow. This hasn't happened yet but we're getting closer each quarter. In the meantime, it's probably prudent to start getting mentally (and financially) prepared for when the next stage of the ...

A Couple of Updates

Created on Monday, 24 September 2018. Posted in Content/our blog

While my weekly posts are generally geared toward financial planning and investment topics, on occasion I'll veer off course and offer business updates. This is one of those weeks. As I continue to build ...

A Trip Down Memory Lane

Created on Monday, 17 September 2018. Posted in Content/our blog

... people were scared. There were many phone calls with folks asking questions like, "Are we going to be okay?" and, "Is this the end of the financial system?" and even, "How quickly can we sell everything ...

What’s with Emerging Markets?

Created on Tuesday, 11 September 2018. Posted in Content/our blog

... doubling your debt level. This obviously has broad implications in your financial life. Maybe you're forced to reduce spending in other areas to pay back the debt. Or, maybe you simply can't pay it back ...

What to Know About Blockchain

Created on Monday, 27 August 2018. Posted in Content/our blog

... around blockchain – and perhaps for good reason. Blockchain, with its cheaper and faster processes for digitizing transactions, could transform financial services. It not only has the attention of technology ...

Stashing Cash

Created on Tuesday, 21 August 2018. Posted in Content/our blog

... that's the obvious place for something like CDs. Continue reading... Since the financial crisis, rates (interest earned, also referred to as "yield") on CDs and other short-term risk-free accounts ...

Monday Morning Quarterbacking

Created on Tuesday, 14 August 2018. Posted in Content/our blog

... largely being, well, unprepared. I've been a financial planner long enough to have heard many stories and met many people who have made mistakes in the categories listed below. I don't think they're ...

Teaching Kids About Money

Created on Tuesday, 07 August 2018. Posted in Content/our blog

... is bringing rapid change to so much in our lives, including personal finance, that it's more important than ever to arm our kids with the proper tools. In a fast-moving financial world where money is often ...

The Tao of Wealth Management

Created on Tuesday, 31 July 2018. Posted in Content/our blog

... soil and water. Apart from regular pruning, you let the tree grow. This doesn't mean that we should always do nothing. In fact, insights from financial science suggest you should direct your investment ...

When Bad News is Good News

Created on Monday, 09 July 2018. Posted in Content/our blog

... during the Financial Crisis, the so-called headline unemployment rate, or the number most often quoted by the media, had been declining for years as people laid off during '08 and '09 finally found a job ...

Quarterly Update

Created on Tuesday, 03 July 2018. Posted in Content/our blog

... and Consumer Discretionary sectors performed well during the quarter, but the Energy sector followed crude prices higher, gaining about 14%. The worst performing sectors were Industrials and Financials, ...