Years ago, Barry Ritholtz wrote an article about something he called “Competency Transference,” which is when someone successful in one field decides to give another field a try, but fails miserably. The most famous example is when Michael Jordan decided […]
Educational Articles
While we were all busy shopping for the holidays, spending time with our families, and enjoying our New Year’s celebrations (not to mention, implementing our 2020 resolutions), Congress slipped a bill under our noses that caused a boat load of […]
While I travel to attend 2-3 large financial conferences every year, for the first time in many years, I participated in a local educational workshop for financial advisers, which was sponsored by a large, national financial company. This also made […]
On average, the market goes up three out of every four years. The “perma-bear” who consistently preaches doom and gloom is forgotten each day until he is right. Then they put him on the news and ask how he “called” […]
The number one concern we hear from our clients is that they wish they would’ve started investing sooner. But what if there was a realistic way to upgrade your retirement nest egg by a half-million dollars between now and retirement? […]
The stock market doesn’t go straight up. Profound, right?! It does have an upward bias, however. Meaning, it goes up most of the time. However, those times when it’s going down, it happens in typically one of three ways: […]
“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.
February 13th is Galentine’s Day, the unofficial holiday for women celebrating women, “ladies celebrating ladies.” – Leslie Knope, Parks and Recreation. Whether this Wednesday includes a get together with friends over some waffles and conversation, or simply being in the office […]
It is almost time to think about goals for the new year! This is when New Year’s resolutions are made with the best intentions of creating better habits and improving life in its next chapter! According to a 2015 ComRes […]
