Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
It can be tempting to have extreme thoughts when it comes to investing. After all, public markets can increase or decrease by as much as several percentage
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is “never put all your eggs in one basket” and
As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan participants, including deferment of taxes
What began as a relatively obscure story about a virus in China back in January has managed to bring the world to a virtual halt in a short period of time
Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing
The final post in this three part series is what to do during the panic. Here is my section answering that question briefly and succinctly. We are monitoring
While it is too late to change what we did before this episode, it is helpful to think through what prudence looks like in investing. Right now, in the
In the opening paragraph to a chapter in my new book on financial planning, I wrote the following just a few short weeks ago:
"My grandfather would often say