What are particular habits you see in successful investors? So often when markets become choppy, we get hyper-focused on the outcomes of our investment strategies. But successful investors focus much more on a system to guide their decisions, which limits…
If asked, most people are hopeful they will have a happy retirement. They’re just not sure they’re taking all the necessary steps to get there. We all have those moments in our busy lives where we stop and ponder, am…
2018 gave us a December to remember (and not the Lexus kind), with the S&P 500 index losing 9% for the month, locking in the worst December performance since 1931. From the last peak to the most recent bottom, the…
We started our podcast in early 2016, with the hope of shining a light on opportunities being missed and mistakes to avoid. Three years later, we still love tackling your questions of how you can make small tweaks to…
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both parents to work. Women in the workforce is a family…
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes, Will Holt joins us again to guide you through seven…
If you’ve paid any attention to financial news recently, then you know October had the worst monthly stock market decline since 2011. You didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled…
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…
If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and life is busy. Be it a technology company, medical practice…
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…
