“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 [...]
Today, I’m here to shed light on the term Financial Advisor and perhaps convince you to seek out a generalist advisor as your first stop on your financial journey. Since joining this industry two [...]
During a volatility-filled month, I appeared live on Yahoo! Finance “Midday Movers” on October 10, the third largest one-day point drop for the Dow in history. During the segment I spoke with [...]
As we head into the final quarter of 2018, we thought it was important to address what’s ahead in the financial markets for year-end. While economic indicators continue to be strong, some [...]