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PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM
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Are Long-Term Bonds Still a Good Investment?
For many years, long-term bonds were seen as a safe and reliable part of any investment portfolio. They provided steady income, helped protect against market swings, and formed the backbone of the traditional 60/40 stock-to-bond strategy. But in today’s economic environment, that approach no longer holds up—and investors need to rethink their strategy.
2 min read


How Much Money Do I Need to Retire?
Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.
7 min read


Make the Most of Your Windfall
Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at what you should do.
5 min read


An Investment Strategy for Better Returns
Let's talk more specifically about the problem with the typical diversified portfolio investment strategy and our solution. Be sure to note
1 min read


What Should I Do with My Old 401k?
Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.
5 min read


Roth IRA vs Traditional IRA
Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.
2 min read


How to Prioritize Your Retirement Contributions
Many people think that if they just max out their 401(k), they will be set when it comes time for retirement. But I think you can do better.
3 min read


Addressing Investors' Top 2 Concerns
Investors want the best returns, but they do not want to accept the risk of losing money in a down market. Because investors do not want to
3 min read


Introducing Our Newest Team Member
I have known Matt for about ten years and I am excited to introduce him to you. Watch our chat to learn more about him and his role at CFG.
1 min read


The Money Checklist: Phase 3
If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream
2 min read


It's a Risky Business
What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.
6 min read


How to Choose a Financial Advisor
Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...
1 min read


m&m's: chatting about markets & mortgages
My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...
6 min read


Wealth Creation vs Self-Sabotage
The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.
3 min read


How Financial Advisors REALLY Get Paid
The financial industry tends to be very cloak and dagger when it comes to explaining how advisors actually get paid. Let's pull back the curtain in this blog post so you can inform and protect yourself.
5 min read


Kids & Money | Part III | Make Money Work for You
Most adults don’t fully understand investing, so how are we supposed to explain it to a child? My advice is to keep it simple, teach with stories, and practice with real money. Here's what I do with my own children.
4 min read


Are You Prosperous or Wealthy?
Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...
2 min read


For All the Gen Xers Out There
I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...
3 min read


Too Much or Too Little Risk?
Every time I'm out driving, I'm amazed at how slowly some people drive, while others nearly run me off the road with their speed. It can...
2 min read


Don't Invest Like You Buy A House
There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...
3 min read
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