Blog

I started this Blog to help people navigate some of the more popular topics in Financial Planning from the perspective of a Fiduciary. 



Friday, August 19, 2022

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

Monday, August 15, 2022

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Friday, August 12, 2022

As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary is difficult but crucial to short-term financial wellness...

Tuesday, August 9, 2022

When market volatility is headline news and account values start to fall, it’s easy to understand why investors get jittery. Even with a boatload of historical data to support us, in times of stress we all struggle to overcome...

Friday, August 5, 2022

Phew, what a roller coaster we’ve all been riding. There’s so much going on in the world right now, and a lot of it is less-than-happy news. Understandably, most of us have nagging worries about what’s going on in the...

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Sunday, July 31, 2022

Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it: the first instinct for most of us is panic, and we wonder if we should just...

Monday, July 25, 2022

As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary is difficult but crucial to short-term financial wellness...

Friday, July 22, 2022

The person who first said “Don’t put off until tomorrow what you can do today,” didn’t understand the benefits of tax-deferred investing. This option allows you to defer paying taxes on investment returns until...

Friday, July 15, 2022

We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes...

Saturday, July 2, 2022

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Wednesday, June 29, 2022

In light of recent worldwide events which have had significant impact on the markets, we wanted to proactively reach out to remind you that we are here to support you as we navigate these times of uncertainty. Knowledge is power, and...

Monday, June 20, 2022

For some households, student loan debt is their biggest monthly expense (after their mortgage). Chances are, these are people who borrowed $100,000 or more to earn an advanced degree, usually in law or medicine. If you or someone you...

Monday, June 20, 2022

Spring is in the air! That means so is baseball season, and for many of us, something else just as exciting: fantasy baseball leagues. But a common challenge for fantasy players is carving out the time to read through all the latest...

Monday, June 13, 2022

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

Friday, June 10, 2022

The latest Consumer Price Index (CPI) report was recently released and confirmed what economists anticipated: consumer inflation has risen 7.9% over the past year, the largest spike since 1982— none of which is a surprise for...

Tuesday, June 7, 2022

It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the...

Thursday, March 18, 2021

Tuesday, February 16, 2021

This video explains the important difference between someone that is a Fiduciary vs someone that is not. This video also discusses Real Professionals vs Non Licensed individuals that you find all over the internet. The perspective...

Tuesday, November 17, 2020

Feel free to check out my youtube video on Robo-Advising and some of the truths behind the concept. Hope you enjoy! Robo-Advising Youtube Link

Thursday, November 12, 2020

Hey Everyone, my latest blog post is below. I have been getting more and more questions about tax related accounts because of all the money that has been printed from Stimulus. Take a look! The person who first said “Don’t...

Monday, November 2, 2020

Hey Everyone, I wrote this blog! Hope you enjoy it... Feel free to share it with others There’s a great debate raging about what style of investment management is better, active or passive. And if you ask 10 different financial...