I don’t know about you, but I’ve never heard someone at a cocktail party brag about the steady, consistent returns they’ve enjoyed from their well-diversified mutual fund investments. We are also acutely aware that our diversified investing strategy isn’t always “sexy,” but as financial advisors, we believe in the power of the long-term growth of the market, despite the inevitable downturns along the way ...
Over the past year, many of you have heard me talk about building my first home. Now that I’m finally nearing the finish line, I’ve had time to reflect on how much this journey has reinforced one of the most important principles of financial planning: matching your money to your goals ...
When it comes to managing your money, one word that doesn’t get many headlines, but should, is intentionality. Whether you're actively building your savings or thoughtfully planning how to spend your retirement nest egg, being intentional means directing your finances toward what truly matters, rather than letting your money run on autopilot—or worse, impulse.
This is a common question when things seem volatile in the world, and we know there is a chance you’ve asked yourself this recently. You are not alone. The issues of the day are complex but the answer to your question may be somewhat simple – yes AND no. Every situation and scenario of the time is slightly different than those of the past, so in this regard, yes, it is different. But at the same time, no, it is never different because markets work over the long term based on fundamentals and those don’t change ...
Last year, when I turned 50, I decided it was time to get more serious about my fitness. My athletic days were long behind me, and after years of prioritizing my family and career, I realized that my personal physical health had taken a backseat to life’s other priorities. Thus, I made a commitment to change, but at the same time I knew I would need some help with a plan ...
Valentine’s Day is a time to celebrate love—but love isn’t just about romance. It’s also about caring for ourselves and those we cherish. While financial self-care might not be the first thing that comes to mind on this holiday, it’s one of the most empowering ways to show love and respect for your future ...