facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

Keeping You Informed About Wealth Management and Personal Finance

Stay in the Know

Be the First to Receive Updates


Start Them Young Thumbnail

Start Them Young

Everyone knows you should start investing as young as possible. But not many people actually start investing at a young age. So how can we get this message into the minds and hearts of our children and grandchildren? My oldest is just 6, so I'll have to report back to you in about 15 years on whether our family has any success in this arena.

Read More
Do-Nothing Investing Thumbnail

Do-Nothing Investing

Am I concerned about rising inflation, absurdly low interest rates, money-printing on steroids across the developed world, a US political agenda favoring higher tax rates, relatively high stock valuations (compared to the past), and increasing political polarization in the US? Yes, I am concerned about those things. But those things don’t have anything to do with my family’s financial goals, so I won’t adjust my investment portfolio based on those concerns.

Read More
How Should I Prepare for Rising Inflation? Thumbnail

How Should I Prepare for Rising Inflation?

We’re starting to hear the “I-word” mentioned more often as of late. Inflation is on the rise. The Federal government’s money printing machines have been on overdrive, and the US economy has taken note. Prices have begun to tick up across the economy – most notably in residential real estate. The counterpoint (as made by the Fed) is the inflation we are seeing today is merely temporary, a hangover from the COVID shutdowns.

Read More
5 Practical Ways to Automate Your Finances Thumbnail

5 Practical Ways to Automate Your Finances

One of our primary goals as financial advisors is to help our clients put good financial behaviors into place in their lives. Some of the most commonly-used phrases about finance and investing are so generic as to be ignored or met with a yawn by most of us. So, how can we make them specific – to apply them to your own personal financial situation?

Read More
Courage, Dear Investor Thumbnail

Courage, Dear Investor

I’m quick to admit that owning – and holding – stocks is not easy. I’ll never forget the moment a close family member (who shall remain nameless) told me in August 2011: “I never want to own stocks again. Get me out of stocks – completely.”

Read More