On this Valentine’s Day, I have been thinking a lot about love. We don’t usually equate love and money, but perhaps we should. Money touches every part of our lives. And many people have a real love/hate relationship with it. After working with money for the past 35 years I can tell you that our […]
Blog Posts
Recent Market Volatility
I’m sure you are aware that the U.S. Stock Market has had its share of ups and downs the past few days. If you are interested, you can download an article that came out today from the mutual fund company I use when constructing client portfolios, Dimensional Fund Advisors (DFA). They have three Nobel Prize […]
The New Tax Bill — What You Should Do Now!
Rather than write to you today about all the changes in the new tax legislation, I’m going to share with you some information written by a respected colleague of mine, Sheryl Rowling, CPA, about what you can or should do now, before the end of the year. DISCLAIMER — be sure to talk about any […]
When it Comes to Investing, Don’t Let Fear Win!
It is only human nature that when the stock market keeps hitting new highs, we become fearful that it won’t last and we’ll see a nosedive in our portfolios. Fear is normal at these times. Fear is a human emotion. But we can’t let fear rule and undermine a great, long-term investment strategy because the […]
A Different Take On Gratitude
On this Thanksgiving Eve, I want to wish you and your family a Happy Thanksgiving. And, this year, while you are going around the table sharing all that you are grateful for, don’t forget to thank yourself for all you are and all you bring to the world. You make a difference, in so many […]
Buy or Lease a Car? Which Makes More Sense
Here is a short video to explain the pros and cons of buying or leasing a car. I do both and in this video I explain why. The decision to do either could be appropriate for you, but watch the video to learn which choice may be the better one for you, and what to […]
How Do We Tackle Our Fears Around Money?
So let’s get right to it: Why is it that we live in one of the richest countries in the world yet so many of us seem to have some level of fear around money? Most of us, including me, have experienced one or more of these thoughts in our lifetime, thoughts I refer to […]
How to Help Protect Yourself After the Equifax Hack
Here is a short video on what you can do today to try to protect yourself, at no cost, from the Equifax hack. Click Here For The VIDEO P.S. Rather than host these webinars live and then send out the recording, I am going to post them here on the blog so you always have […]