PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

Every day, markets move—and every day, headlines try to explain why. You may hear "stocks fell because inflation ticked higher." Or "the market rallied because a Fed official sounded dovish.” And increasingly we hear, "Tech surged because of earnings." These headlines can be comforting because they satisfy our need for an explanation, but they oversimplify. Markets don’t move just because of a headline. What really moves markets is the interaction between buyers and sellers

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.

Thanks to the SECURE 2.0 Act, the rules are evolving in two big waves — first in 2025, and then again in 2026. The 2025 changes bring a new opportunity for certain savers, while the 2026 changes will reshape how many higher-income workers contribute. Let’s break it down.

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.

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.

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.

Both thrilling and daunting, a windfall is an opportunity to reshape your financial future. Here's an ordered look at the best way to handle your windfall.

Let's talk more specifically about the problem with the typical diversified portfolio investment strategy and our solution to get better returns without the standard market risk.

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.

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.

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.

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

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

Financial planning, investment management, and legacy planning help this family make smart decisions to make dreams come true… not only for themselves but future generations.

This article will help you find a trustworthy advisor and avoid the ones who have given the industry a bad reputation. Follow these steps to protect yourself and all that you've worked for.

This blog post discusses markets and mortgages and how to best prioritize the two in different market conditions.

The real secret to creating wealth... does saving or investing matter more? Let's look at some real numbers and see.

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

Gen X has some unique financial challenges. Let's start with the financial statistics about Gen X, the situations that created those numbers, and what you can do about it.

Click below to watch or scroll down for the transcript. Here’s a general rule of thumb… If you’re 45 and make $100,000 you should have at least $400,000 in retirement savings. How many of us have saved that much? More importantly, if we suspect that we’re falling behind, why don’t we seek help? I’ve talked to hundreds of people & it usually comes down to this: embarrassment. It’s human nature to want to compare ourselves to others. When we don’t think we stack up to our p