May 22, 2019
Annuities Here, Annuities There… Buyer Beware!
With interest rates still near historical lows, and stock market volatility near all-time highs, it’s…
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April 17, 2019
How to Become a Millionaire
Do you want to be a millionaire? Do you want to be a millionaire? Of…
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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…
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February 20, 2019
Stocks and Bonds Diversification
Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a…
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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…
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January 23, 2019
What Are Bonds and Why Own Them?
Companies have the ability to raise money in a lot of different ways. If…
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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…
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December 20, 2018
What Are Stocks and Why Own Them?
Stock volatility is once again in the news and there are plenty of people who…
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December 6, 2018
The Retirement Savings Crisis
There is no sugar-coated way to say this: we have a retirement savings crisis…
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November 1, 2018
Are Interest and Dividends Working for You?
Do you know the difference between simple-interest and compound-interest? You’re probably scratching your memory, thinking…
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