
Battle of The Ages: Wealth Effect vs. Experience Spending
Negative wealth effect causes people to reduce spending, not only on luxuries but also meaningful, joyful experiences. But should it?
Portfolios Care About Asset Allocation, Not Your Emotions.
While the cause of volatility changes, a constant remains - portfolios don't care about your feelings.
Homebuying in March: A Smart Time to Make Your Move?
March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.
Marriage & Finances: What’s Love Got To Do With It?
Valentine’s Day is a time to celebrate love and reflect on how it influences every part of your relationship - even finances. Choosing to keep them separate is a rising trend, let’s discuss.
Hoping “New Year, New You” Makes Financial Goals Come True?
Per Apple’s new ad campaign: Most people quit their New Year's resolutions by the second Friday in January. Well, how are you doing?
Use November to Finalize Year-End Success and Plan for 2025
Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?
Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.
As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.
Empower New Graduates with Gifts of Independence
While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
At or Near Retirement? Time to Say Bucket!
Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.
Financial Aid Changes To Impact This Fall’s College Applications.
Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Enjoy Every Sandwicher Moment.
July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.
Dividend Investing - Navigating Hype and Pitfalls To Get Results.
Last month, Intel added another chapter to the fallacy of “I don’t care about the stock price, as long as I get my dividend”. Here, I discuss key factors and best practices for dividend investing.