Market Updates
From Our President
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?
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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!
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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.
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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.
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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...Your Financial Quiz {The Answers}
After an entire week of sleepless nights, I present to you the eagerly awaited answers. Who knows, maybe the winner will even get one share of Berkshire Hathaway stock. (Yeah, that’s not very likely.)
READ MORE...Your Financial Quiz {Fall Edition}
Ladies and gentlemen, it’s that time a year again. Sharpen your axes and let’s see how you stack up on my bi-annual financial quiz. Here, we separate the men from the boys and the women from the girls. (This is also where I get a little squeamish as we determine if one of you is coming for my job.)
READ MORE...Technology Can Help Your Teenager Learn about Finances!
The other day, I came home from work and relieved the babysitter. When it came time to pay, I had (like always) no cash on me. I can still hear my father’s voice saying, "This is why you carry cash." The quick thinker I am, I asked if she had Venmo or Paypal?
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