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Banks don’t collapse very often, so when you hear about it in the news, it tends to pique your interest. Silicon Valley Bank’s collapse is especially unique given its concentrated focus yet [...]

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 [...]