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How to Reflect on and Improve Your Financial Literacy
Apr 15, 2024 | General, Smart Financial Tips
Just like your financial wellbeing, financial literacy is a journey. Whether you're a seasoned investor or just beginning your journey toward...
First Quarter 2024 Market Overview
Apr 9, 2024 | Investing, Quarterly Market Summary
The market rally from the fourth quarter of last year continued in the first quarter. The big picture for markets remains more or less the same; the...
2024 Q1 Quarter-End Market Update: RIP Danny Kahneman
Apr 4, 2024 | General, Investing
Danny Kahneman, who passed away last week, was one of my intellectual heroes. Along with his close collaborator, Amos Tversky, who passed in 1996,...
Master Your Financial Future: A Guide to Effective Personal Cash Flow Planning
Mar 19, 2024 | General, Smart Financial Tips
Personal cash flow management is the foundation of financial stability for businesses and individuals. Managing personal cash flow involves...
Nvidia Frenzy and the Fear of Missing Out
Mar 8, 2024 | General, Investing
You may remember the two powerful emotions we guard against in a long-term investment program—fear and greed. These two villains aim to cause you to...
3 Reasons Your Tax and Financial Advisors Should Work Together Closely
Feb 20, 2024 | General, Smart Financial Tips
Most people go solo at the beginning of their financial journey. When your income is straightforward and investments are minimal, it’s easier to...
2024 Q1 Mid-Quarter Market Update – S&P 500 Hits 5,000
Feb 13, 2024 | General, Investing
On Friday, February 9 the S&P 500 closed above 5,000 for the first time. I began my career in the investment business on August 1, 1993 when...
5 Benefits of Personal Financial Planning (& How to Do It)
Feb 1, 2024 | Smart Financial Tips
Personal financial planning can be an intimidating topic. Everybody wants to be in a good financial position, but not everyone knows how to get...
Nurturing Financial Wellbeing: 6 Good Financial Habits to Adopt this Year
Jan 19, 2024 | Smart Financial Tips
Whether you take your resolutions seriously or just want to adopt healthier financial habits, this one is for you. Just as a balanced diet and...
High-Net-Worth Financial Planning: Who It’s For, Why It’s Valuable, and How to Do It
Jan 12, 2024 | Smart Financial Tips
If you’re considering high-net-worth financial planning, you’ve probably already accumulated significant assets. While that’s a major milestone in...
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