Grateful Retirement: The Key to Happiness
I feel like I’m in the Tom Hank’s movie Castaway these days. I’m stuck on an island (I mean, stuck...
What Has This Pandemic Taught You About Spending?
Have you ever tried writing a blog while playing Hulk and Spider-man with a two-year-old boy? Well as of today,...
What the Heck is Going on With the Stock Market?
Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs,...
Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?
For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m...
Positive Side of Covid-19: 5 Positives to Covid
During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked...
Important Life Lessons from a Covid-19 Victim: My Grandmother
Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed...
Unprecedented Times: This is Unprecedented!
These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the...
Cash or Invest: That Is the Question
There are few questions that I’ve gotten in my almost 20 years in the business that have been as difficult...
Did You Miss It?
First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...
The 4 Types of Investors in a Market Downturn
During these times of uncertainty, you get a real look into a person’s investing soul. You get to see how...
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