Blog
Saving On Home Improvement This Spring
Spring is the perfect time to tackle home improvement projects. Whether you’re sprucing up the yard, painting your walls, or remodeling a room, springtime is the ideal season to get started. But home improvement can also be...
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Financial Planning Tips for Every Generation
Financial planning is an important part of life for everyone, regardless of your age. But it’s important to recognize that different generations have unique financial needs and goals. If you’re considering financial...
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Overcoming Financial Anxiety
When it comes to our finances, stress and anxiety can be a major barrier to getting the help we need. We might not even realize how much fear is holding us back from taking the necessary steps to secure a better financial future. It's...
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Making the Most of Your Inheritance
In the United States, an estimated $40 trillion will be passed down from one generation to another in the next 40 years. Unfortunately, 80% of all inheritances are spent within ten years!How can you avoid this pitfall? And what should...
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Preparing for After: The Importance of Estate Planning
Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Many people procrastinate their estate planning, but planning ahead is one of the most important choices you can make for your loved ones.
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Investing is Personal: Be Patient
The reality of investing is that it is your own personal journey and it takes patience. Ready to start your investment journey? Let us help you create your individual, unique plan.
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SECURE 2.0 Act: What Is It?
The SECURE 2.0 Act, was enacted at year-end on December 29th, 2022. It seeks to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire?
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Investment Basics: The Price You Pay Matters
In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F. Sharpe was...
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Stock Market Returns: Where Do They Come From?
In our last piece, we introduced the importance of saving, which is the first of five basics that have served investors well over time. Today, we’ll look at where stock market returns really come from, and why that matters to...
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Saving to Invest
In our last piece, we wrote about how recency bias can damage your investments by causing current crises to loom large, while rewriting your memories of past challenges. Recency tricks us into overpaying during heady times, and bailing...
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Investment Basics 101: Recency Bias
There were so many big events competing for our attention during the summer of 2022 … said nearly every investor, almost every summer. We’re not making light of this: Inflation is real, but so is recency bias.
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When it Comes to Investing…Should you Plunge in or Wade in? A look at dollar-cost averaging
In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round one, we discussed why lump-sum...
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Lump-Sum Investing vs. Dollar Cost Averaging: Which one is right for you?
Good news – you have an extra $24,000, and you’ve decided to invest it in the stock market. It’s always nice to have investable cash on hand. But you also might feel as if the pressure is on. Nobody enjoys seeing the...
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Healing What Hurts: The Essential Role of a Financial Therapist
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. But sometimes, we uncover bigger...
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What is Liquidity?
Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid...
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Six Ways a Recession Resembles a Bad Mood
There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current...
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Traps and Temptations: Navigating Market Timing
Even though we know it was just dumb luck, can we get a round of applause for seeming to forecast last month’s surprisingly strong market returns? It’s almost (but not really) as if the market were reading our mind when...
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A Secret to Retirement Happiness? Be a Lifelong Learner
Intellectual well-being can also be called lifelong learning and is a dimension that you probably do not think too much about…but maybe you should now that you are retired.There are so many opportunities for continued learning...
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Taking Care of Your Emotional Well-Being in Retirement
In a previous blog, Want a Fulfilling Retirement? Your Physical Wellbeing Makes All the Difference, we discussed the importance of staying physically healthy so you can have the retirement you’ve envisioned. Now, we’ll get...
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Want a Fulfilling Retirement? Your Physical Wellbeing Makes All the Difference
Wellness is more than being free from illness; it is a dynamic process of evolving and growing. Maintaining wellness in your life is very important to ensure quality of life, especially in retirement. Everything you do and every...
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Protect Your Plan: Establish an Emergency Fund in Retirement
You’ve probably been told several times throughout your life that it’s important to have an emergency fund; most financial advisors recommend that you have 3-6 months of living expenses in an account that you can easily...
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Risk Tolerance: Does the Current Market Mean You Should Make Adjustments?
It’s easy to feel a little smug about your investments when the market is up. You feel confident you’re on the right path and that your dream retirement is just around the corner.But when the market starts jumping around as...
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How Will You Spend Your Time in Retirement? Consider These 9 Questions
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How to Create a Meaningful Retirement: Build Your Future on Your Past
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