Working with a financial advisor is a great decision. Would you argue a serious case about a legal document in a court of law without an attorney? Would you opt to have surgery from someone who wasn’t trained as a medical professional with expertise in your specific...
The most important rule in planning for retirement is to save early and often. How early and how often? Start as soon as you begin earning an income and save some of every paycheck. If you haven’t been saving, then the time to start is now. Saving early gives you what...
I meet with a lot of executives, managers, and other highly compensated employees of publicly-traded companies, and I often spot a big red flag in their portfolios: They have lots of money tied up in the stock of the companies they work for. The buildup may have...
One of the trickiest things about personal finance is the sheer number of choices. It doesn’t matter the details of your specific situation – we all face countless decisions and each option comes with a lot of underlying complexity. Wading through choice after choice...
Last week I joined CNBC’s Power Lunch to share my views on the current market environment. Click image to watch the replay. The biggest takeaway from this interview should be the importance of having a plan in place for the next recession. I don’t believe...
