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Watch any luxury car commercial in December and you’ll hear about the “season for giving.” While gifting a brand-new Mercedes is an exciting prospect to some, many view this time of year as an [...]

There is a HUGE disparity in opinion outside the industry (and frankly, within it too). Are annuities scams by the insurance companies? Are they a panacea? Let’s dive into the reality… What is an [...]

The Dow Jones Industrial Average, Wall Street’s oldest stock market index, officially entered “bear market territory” this week (down +20% from recent highs). Crossing this threshold now means [...]

“Be fearful when others are greedy and greedy when others are fearful” – Warren Buffet Whether you realize it or not, you are a long-term investor. The 35-year-old certainly has a longer [...]

Let’s talk about manias, or in the words of former Fed Chair Greenspan – irrational exuberance. According to Investopedia, Irrational exuberance refers to investor enthusiasm that drives asset [...]

Today we’re going to talk about Millenials. No, we’re not going to chide them for wearing T-shirts to work or complain that they’re always on their devices.  Today’s post is about a growing trend [...]

Do you have a workplace life insurance program? The answer is almost certainly yes.  In fact, according to the Bureau of Labor Statistics, 60% of private employers offer some type of workplace [...]

Underinsurance is a problem.  Not one of those nagging, in your face kind of problems like traffic jams or a stain on your business shirt.  It’s one of those low probability, high consequence [...]

Today’s article is simple, straightforward, and eye-opening. When I started in this business one of the most interesting observations was how different the route to wealth was for each of our [...]

Last week I made the case for why you should start your financial journey with a holistic advisor. Today, let’s briefly talk about how to find the right holistic advisor and why your deeply held [...]