Investing, Not Gambling

As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show.  The recent market volatility has me thinking about Kramer’s battle with gambling addiction.  The attached clip shows Kramer’s exaggerated reactions to his…

Are Your Finances Holiday-Ready?

Are Your Finances Holiday-Ready?

The holidays are right around the corner, which means now is the perfect time to make sure your finances are in order before the craziness arrives.  In November your focus is likely to be on turkeys, friends, family, and pie. …

5 Spooky Financial Stories, Ep #70

October is here so gather around the campfire. With Halloween round the corner, we are highlighting a few spooky financial stories that have scary circumstances. The type of fearful feelings that typically bleed in to stock markets this time of…

Top 5 Reasons to Complete the FAFSA

Do you have a child going to college next year?  Have you filled out the FASFA yet? Many people feel they earn too much money to qualify for financial aid so they don’t complete the FASFA.  That could be a…

The Process

“You have a goal, you have a vision for what you want to accomplish and then you define exactly what you have to do to accomplish that. That’s what I call the process” A quote from Nick Saban, the head…

Pre-Retirement Checklist

Your Pre-Retirement Checklist, Ep #68

When making your retirement decision, you likely get one chance to get it right. These type of situations are where checklists can shine. Understanding all your financial opportunities pre-retirement, can make life-changing differences in your retirement journey. Which is why…

Where’s the Value?

From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return of approximately 3.5%.[2] In seven of the last 10 calendar…