Blogs and Articles

  • It’s no secret that many Americans struggle with the financial burden imposed by outstanding debt. Whether it be your home mortgage, student loans or credit card bills, being in debt of any kind is like being stuck at the bottom of a pit. With the constant burden of monthly bills and unexpected expenses, escape from the pit can feel like an insurmountable task, but freedom can be yours! Your debt ...

  • Throughout the financial world you can find a plethora of investment philosophies. With so many options, I know it’s best not to shoot from the hip. We believe the best way to capture the ‟tailwind” of increasing broad markets over time is to keep your portfolio expenses very low, broadly diversify and let the markets do their magic. Find a Financial Adviser whose investment philosophy is in align...

  • For most people, making decisions about their financial future is a scary thing. In my 40+ years working in the field of finance I have seen too many people fall into financial ruin. As much as I wish it weren’t true, but just one poor judgement error in the world of finance can tear through your life, and your hard-earned money, like a tornado through a trailer park. ...

  • When you think about financial success, I’ll bet that fast sports cars, enormous mansions, and fabulous wealth are some of the things that come to mind for most folks. Compensation is a crazy thing. Sure, a few talented and lucky movie stars achieve it. Yes, some gifted athletes achieve it, as do a few extremely fortunate corporate executives. My guess is this group could be called “The Top One-Th...

  • Like with anything in life, when creating an investment portfolio, it is imperative that you be responsible. But what does being responsible with your portfolio mean? Well, properly understanding the importance of asset allocation is one way to practice responsibility. Understanding the best way to balance your assets is a complex problem that depends on your personal financial goals and the amou...

  • There is no doubt that investing can be quite daunting. With so many variables influencing the market and the ever-looming possibility of a downturn, it is sometimes difficult to find comfortable footing. However, I believe that being confident in the market and your investments is something that can be achieved by anyone willing to put in the work. When planning for your financial future, it is ...

  • Often, people perceive their current financial situation as one of the largest barriers preventing them from living the life they aspire to have. Yet it’s no surprise that when it comes time to confront this obstacle most people don’t know where to start. I believe the best place to start is with yourself. No one has more control over what your money does than you. ...

  • Did you know that emotional behavior is one of the biggest barriers to better returns in your investment portfolio? That’s right. It doesn’t matter how educated you are, how successful you are in business, or how disciplined you may be in other areas of your life — we can all give in to emotions that work against our best financial interests....

  • I was talking with my friend, Sue, the other day about life and the peace of mind that comes from financial freedom. Like so many Americans, Sue and her husband, Walt, have juggled their work life with family life and have always been forced to prioritize their spending and investments to address their family’s evolving needs. Sue, a 52-year-old mother of two who works as a massage therapist and ...

  • I know that some of you are are already well on your path to financial independence and peace of mind and I applaud you for the work you’ve done. But if you aren’t there yet, I don’t want you to feel bad or discouraged, because it’s never too late to start becoming rich. What matters is what you do now.The steps I outline below aren’t rocket science. But they do take work, discipline and perse...

  • As much as it would be nice to think we could squirrel away cash under our mattress and have enough money for retirement, the reality is that if you don’t invest in the financial markets, it’s very unlikely that the money you accumulate will stay ahead of inflation and provide the adequate savings you need. Historically, inflation has increased by an average of about three percent per year. This i...

  • It’s easy to stay emotionally strong when the markets are soaring and your investment statements show double digit returns, but it’s another thing all together when we have the kind of market drops we’ve experienced over the past few weeks. Though history has shown us......

  • If a positive could be gleaned from the devastating market crash of 2008, it was the promise of widespread reform designed to protect individual investors by putting their interests first.Cajoled into action by an angry public that demanded accountability after being forced to bail out the very financial institutions that caused the crash, the three major financial planning organizations in th...

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