Blog

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 [...]

Many parents dream of the exciting day when they take their child to college, help decorate their dorm room and hug them goodbye as they begin their journey closer to adulthood. However, this [...]

For most Gen Xers and millennials, retirement planning isn’t at the forefront of their lives. After all, we’re young, healthy, upwardly mobile and in the prime of our careers. Retirement is the [...]

As a result of massive changes in tax laws in 2018, 99.9 percent of Americans don’t need to worry about estate taxes. Since most states have done away with inheritance taxes, the tax-efficient [...]

With summer in full swing, it’s that time of year when many workers take extended time off for family vacations abroad. Although these trips are meant to help you unwind and have a good time, it [...]