April 3, 2019
Bull Markets We Have To Bear
On March 9th, 2019, we celebrated 10 years of a bull market, making it the…
March 20, 2019
This is the Value of Fee-Only Advice
Value of Fee-Only Advice After being in the business for a while now, I have…
February 20, 2019
Stocks and Bonds Diversification
Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a…
February 6, 2019
The Best Financial Plan is Not Based on Money
If you ask most people “what is the basis for the best financial plan?”, odds…
January 23, 2019
What Are Bonds and Why Own Them?
Companies have the ability to raise money in a lot of different ways. If…
January 4, 2019
New Year’s Advice: Get Up and Go
“3…2…1…Happy New Year!” The clock has struck midnight, the ball has dropped, champagne has been…
December 21, 2018
Market Update: Irrational Fear in The Stock Market
There is a certain craziness in the stock market now, an irrational fear to paraphrase…
December 20, 2018
What Are Stocks and Why Own Them?
So, what are stocks? A stock is in simple terms, a piece of paper stating…
December 6, 2018
The Retirement Savings Crisis
There is no sugar-coated way to say this: we have a retirement savings crisis…
November 15, 2018
You Need A Solid Financial Plan
You Need a Solid Financial Plan Here's a quick recap of the importance of having…