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Aligning Your Values with Your Money for Healthier Financial Habits
Apr 24, 2024 | General
Sticking to healthy financial habits can be difficult. In a fast-paced world inundated with materialism and the desire to accumulate more, it's easy...
When and How to Switch Financial Advisors
Apr 23, 2024 | General
If you’ve been thinking about switching financial advisors, odds are that things with your current one aren’t meeting your needs for one reason or...
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, Tax Planning
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...
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