I’m proud to announce that I’ve been named to the Investopedia 100 for a third year in a row. Here is a brief description of this recognition from Investopedia: The Investopedia 100 celebrates financial advisors who are making significant contributions to...
With election season heating up, debates on what a Trump or Biden victory could mean for the stock market are intensifying, too. Questions on how each candidate’s potential victory would impact the market aren’t unique to the 2020 U.S. presidential election. We see...
As interest grows in environmental, social and governance (or ESG) investing, a lot of people may wonder why their 401(k) plan does not offer ESG funds. I’ve even noticed some smart financial thinkers suggest that people should lobby their employers to add ESG funds...
How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It’s simple: a sense of wellness doesn’t come from numbers alone. It’s all about the sense of security and freedom of choice each individual...
The global pandemic has had an enormous impact on all of our daily lives, but it presents a unique set of challenges to recent retirees. As the stock-market volatility continues, uncertainty over the future may leave you wondering the best way to draw down assets...
