What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and investing, what do you think is the single most important…
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take action on to improve your financial outlook. If you’re looking…
The incredible uncertainties we are facing in 2020 have raised the stakes for both our government and our investment strategies. For investors, there seem to be more questions than answers. Are there signals in the movement of markets that we…
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO in even the most disciplined long-term investors. For example, investors…
We know the COVID-19 global pandemic has affected everyone in unique ways. Today we want to discuss how this health crisis has affected women, specifically financially. As working mothers, we have felt the impact of these daily changes acutely. …
Every 4 years this question surfaces and investors try to predict which candidate will be better for the economy and stock market. While 2016 may seem like a distant memory, many investors were concerned at the time, that the…
You spend half your life preparing for retirement, but that doesn’t mean there won’t be surprises when you get there. In this episode, we highlight 10 common retirement surprises and provide strategies so you are ready when they arise….
We are living through extraordinary times. The current health care and economic crisis has created a level of uncertainty that could cause even the most confident capitalists to question: Is this time different? Can we recover from this? These were…
A few weeks ago, we had the opportunity to host a client webinar focused on the recent market volatility and what it means for your investment journey. We were pleased to welcome Dr. Apollo Lupescu to offer his expert perspective…
Today we explore some common questions that people ask during a stock market decline. We discuss what a financial advisor does and doesn’t do for their clients in bear markets, whether you should refinance, and the benefits of tax-loss…
