Helpful Advice
Articles from our nationally recognized, weekly blog.
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 to answer as the one I keep getting lately. With a handful of clients sitting on a decent amount of cash, they’ve been waiting for this opportunity to buy in on the dip. I’ll reach out to them, as that was always the plan, but then the conversation doesn’t go as expected.
2019 Year in Review
The turning of the calendar always presents a good time to reflect on the prior year. It gives me a time to slow down and think of where we have been. Given my chosen profession, it’s only logical that one area I like to reflect is what happened in capital markets, which is certainly something our clients care deeply about. Well 2019 didn’t disappoint as it was one heck of a year to end the decade. Let’s take a quick moment to discuss the general investment landscape for the year that was.
Stop Children What’s That Sound: 7 Things to Stop and Look At
Every year, I like to write a blog to help motivate people into action. Who better to draw inspiration from than good ole’ Buffalo Springfield? (I recognize the famous song written by Stephen Stills had to do with curfew riots on the Sunset Strip in 1966, but it led to a bigger inspiration on my […]
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.
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!
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.
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.
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.
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?
How do I Layout my Expenses? {A 6-Step Guide to Freedom}
How do I layout my expenses? Find out the answer with tips from Andrew Rosen of Diversified Lifelong Advisors.
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 to answer as the one I keep getting lately. With a handful of clients sitting on a decent amount of cash, they’ve been waiting for this opportunity to buy in on the dip. I’ll reach out to them, as that was always the plan, but then the conversation doesn’t go as expected.
2019 Year in Review
The turning of the calendar always presents a good time to reflect on the prior year. It gives me a time to slow down and think of where we have been. Given my chosen profession, it’s only logical that one area I like to reflect is what happened in capital markets, which is certainly something our clients care deeply about. Well 2019 didn’t disappoint as it was one heck of a year to end the decade. Let’s take a quick moment to discuss the general investment landscape for the year that was.
Stop Children What’s That Sound: 7 Things to Stop and Look At
Every year, I like to write a blog to help motivate people into action. Who better to draw inspiration from than good ole’ Buffalo Springfield? (I recognize the famous song written by Stephen Stills had to do with curfew riots on the Sunset Strip in 1966, but it led to a bigger inspiration on my […]
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.
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!
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.
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.
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.
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?
How do I Layout my Expenses? {A 6-Step Guide to Freedom}
How do I layout my expenses? Find out the answer with tips from Andrew Rosen of Diversified Lifelong Advisors.