Blog

Our blog contains information that we believe will explain financial planning in a simple and informative way.  

Friday, July 16, 2021

Many industries (especially the financial industry) love to show you charts. Why? Mainly, they provide an easier way to understand more complex ideas - and as humans we tend to grasp a concept with pictures and colors much better (i.e....

Tuesday, June 29, 2021

It’s funny to think that whenever we watch or read the financial news, we never find ourselves moving from a storm (or crisis) into calm open waters. Instead, we find the media bouncing around from one crisis to the next always...

Wednesday, May 5, 2021

Have you ever thought to yourself “I knew that was going to happen” when it comes to your investments? Thinking that you should have invested at that exact moment in that one fund because you knew it was going to skyrocket...

Wednesday, April 14, 2021

When you look at the financial advice-giving landscape, there can be a lot of confusing titles given to individuals. The industry has done a terrible job of explaining to the public what each of those titles mean and what they do. For...

Sunday, April 11, 2021

Are you skilled at guessing where the market will go on a monthly/yearly basis? Have you had the “gut feeling” - lured by the siren song of the financial media – that this time is different and it is time to get out?...

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Monday, March 29, 2021

When people think about working with a financial advisor, they usually think of one thing - investments. But many people usually do not realize that there are more important factors to focus on besides what investments can provide the...

Tuesday, March 16, 2021

“If only I’d waited.” How many of us have whispered that phrase – in your mind – at some point in our lives? Although this phrase can cover many areas of life, when it pertains to planning and investing it...

Thursday, March 4, 2021

Declines in the markets may be frightening to many who do not view their investments in the proper perspective. Many have a short-term mindset and think they are “losing” their money because the markets have dropped...

Thursday, March 4, 2021

Recall the year 1999. It may seem eons ago, but just a mere over 20’ish years (to those too young to have experienced the markets, this is your history lesson). This was the glory days of the tech bubble. These dotcom companies,...

Sunday, February 21, 2021

When you think about safety in retirement and preserving your nest egg you have created throughout your working life, what comes to mind? Bonds, Cash, or Money Markets Funds? For many people - this is where they feel safest. This used...

Monday, February 8, 2021

The seeds of economic growth have been sown – will you reap the benefits or will your emotions, ever corrupted be the media, allow them to be squandered? Before we delve into the data - fact driven and void of persuasion –...

Wednesday, February 3, 2021

Last year brought the need for a financial plan to the forefront of many people’s minds. Even stars like Anthony Anderson from ‘Black-ish’ are partnering up with major companies to spread the word on how important...

Monday, February 1, 2021

As we look back at the year 2020, I believe there are great lessons that can be learned as investors that show the importance of having a long-term, goal oriented financial plan. None truer than the only certainty in the world is...

Sunday, December 13, 2020

Most believe the COVID-19 Virus pandemic has been devastating to our country and the world (which it has), however there has been a more severe virus lurking undetected for decades. A virus that continues to expand-...