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...
These days, holding a college diploma is table stakes to qualify for a decent job. Because more people than ever attend a four-year college and that degree is the minimum qualification for many positions, we’ve also seen a spike in students who continue their...
It always hits our clients at some point after age 50. Retirement is no longer a mirage off in the distance—it’s a real event that’s coming into sharper focus. With that clarity comes new questions about turning retirement savings into retirement income. The...
