How to Invest, Hot Topics, From Our President

Markets Hit an All Time High, What Did You Learn? {Because Here’s My Top 10}

The US stock market, measured by the S&P 500, has hit an all-time high! Let me repeat that for dramatic...

Hot Topics, From Our President

What We Are Watching: 8 Market Impacts

Now that the official start to summer has arrived, I always have the same thought. Why do the days have...

Hot Topics, From Our President

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,...

Hot Topics, From Our President

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,...

How to Invest, Hot Topics, From Our President

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...

Hot Topics, From Our President

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...

Hot Topics, From Our President

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...

Retirement Planning, Hot Topics, From Our President

Did You Miss It?

First, markets move quickly. Like, really quickly. They shot down at historic rates and then shot back up. Volatility is...

Hot Topics, From Our President

Coronavirus: The Latest Market Scare

The irony is that just last week I put out a blog on what war does to the markets. When...

Hot Topics, From Our President

How War Affects Stock Markets

Over the past month, there’s been some increased risk of an actual war taking place with Iran. I’m not going...

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