Market Updates
From Our President
10 End of Year Planning Tips
I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new toy (which, I’m told is the Little Live Scruff-a-Luvs), I’m giving end of year financial planning advice. There still may be time for you to make some last minute adjustments in order to keep your finances in tip-top shape!
READ MORE...Ghost of Inflation Past, Present, and Future
With the holiday season in the air, I’m brought back to one of my favorite holiday novels A Christmas Carol by none other than Charles Dickens. I’ve always loved to think about things from long ago juxtaposed to where we are today and what the future holds.
READ MORE...
The Fulfillment Challenge
As lifelong financial coaches, it's incumbent upon us to take our financial conversations to a higher level. Higher than assets and liabilities.
READ MORE...Dollar Cost Averaging - What is DCA?
You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is. Believe it or not, DCA has been around a long time and I’ve often found it to be a little misunderstood. Therefore, I wanted to take a moment to review DCA--what is it? And, why people do it in the first place?
READ MORE...
Don’t Get Emotional with Real Estate! The Impossible Task
We’ve all heard “don’t get emotional when it comes to real estate.” This is great advice, and I often share it when clients, family, and friends are looking to purchase a new home. But, there is one fatal flaw with this advice–it’s impossible to do!
READ MORE...
A Public Service Announcement: Most Things can be Undone!
You know who you are--the “nervous Nellie” types. Those who are always afraid to make that big purchase. I find a lot of people out there fall into this category. In many instances, being a little conservative with spending is a healthy thing.
READ MORE...To Lease or Not Lease your Car: That is the Question Part 2
Historically, I have been a car owner. From my first car (that baby blue ’87 Buick Regal) to the Red Dragon (still can’t believe my wife married me with that thing), I’ve owned every car I’ve ever had. But last year, I leased my first car. It’s really helped me understand the benefits to owning against leasing.
READ MORE...
To Lease or Not Lease your Car: That is the Question Part 1
Having a lease means you are “renting” a car for a certain period of time. During, you are paying the dealership the depreciated amount that renting will have on the car. That way when they get the car back and sell it, they haven’t lost a thing.
READ MORE...