What's Next For The Economy
After the Federal Reserve hiked interest rates again (but less than last time) and all the market volatility, it's a good time to talk...
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- Feb 2
- 2 min
Please Invest Your Savings
In today's economic landscape, finding the right place to invest your hard-earned savings is more important than ever.
- Jul 13, 2022
- 2 min
Keeping Up With The Kardashians
When does it pay to NOT have nice things? We always hear people saying, “Don’t buy Starbucks, make your coffee at home instead.” But that...
- Jan 25, 2022
- 2 min
What I Tell Myself During A Market Selloff
As an investor you should have a plan set aside before you start investing.
- Nov 10, 2021
- 2 min
Everything You Need to Know about I Bonds
This is my new favorite "safe" investment for cash and the best alternative I've found to get away from CDs or your boring ole savings.
- Aug 10, 2021
- 2 min
We've Come So Far
Headlines are looking grim again, so let's pause and take stock.
Why are the headlines terrible?
- Jul 22, 2021
- 4 min
Do It Yourself or Hire a Financial Pro?
There’s never been a better time to take charge of your own finances.
- Jul 8, 2021
- 3 min
Changing Jobs: Should You Roll Over Your 401(k)?
Changing jobs? Here are five ways to handle the money in your employer-sponsored 401(k) plan. 1. Leave it in your current 401(k) plan The...
- Jul 7, 2021
- 2 min
Q2 2021 Financial Update
The market was quiet and steadily rose last quarter with the mantra, “No news is good news.”
- Jul 1, 2021
- 2 min
Roth vs Traditional IRAs: Which is Right for You?
An individual retirement account (IRA) can be an effective retirement savings tool, but how do you choose between a Roth or traditional IRA?
- Jun 24, 2021
- 3 min
Are Bonds A Good Investment?
The bond market can be challenging - especially in today's environment. What newer investors need to know:
- Mar 17, 2021
- 3 min
The Rescue Bill & What It Means For You
So, the next (final?) round of stimulus was signed into law by President Biden.
Let’s dive in.
- Nov 23, 2020
- 1 min
Should I Take My Pension As A Lump Sum?
Employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are...
- Nov 19, 2020
- 2 min
As An Older Investor, Should I Get Out Of Stocks?
This is a question I receive occasionally, especially after the market has rebounded from a steep loss. So let's get right to it and...
- Jun 22, 2020
- 4 min
Are We In A Bubble?
With the run in stocks it has many investors and non-investors asking, "What's the deal?" The disconnect from Main Street and Wall Street se
- Jun 17, 2020
- 1 min
Issues to Consider When Starting a Business
Starting a business is scary, so here's a checklist to help you get started on the right foot. First-time entrepreneurs and seasoned busines
- Jun 16, 2020
- 4 min
Partial Sale - LSYN
I've sold a good chunk of LSYN over the past month (most just above $3) and much of it has to do with the management team and future prospec
- Jan 28, 2020
- 2 min
Financial Items To Consider When Having A Child
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life.
- Dec 15, 2019
- 1 min
Issues to Consider When Reviewing Health and Life Insurance Policies
Life and health insurance policies are a key part of your overall financial plan.
- Dec 15, 2019
- 1 min
Issues to Consider When Reviewing Property and Casualty Insurance
Property and casualty insurance policies are a key part of your overall financial plan.
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