Mar 7, 2025 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “Your Goals > Stock Market Movements” Investors are nervous right now. For those who’ve been reading our weekly articles for some time, you might recognize the above title. We have re-visited the idea that your personal goals should hold a greater weight...
Feb 14, 2025 | Behavioral Finance, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Humility Comes with Experience” The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what...
Jan 31, 2025 | Financial Planning, Social Security
Blog “8 Important Ages for Retirement Planning” The amount of decisions and timeframes that arrive at your doorstep as you head into retirement can be overwhelming. It’s hard to keep track of what age you become eligible for Medicare vs. when you can take social...
Jan 23, 2025 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought
Blog “What’s Considered a High Income These Days?” The comparison trap is dangerous. Whether we are looking at our neighbor’s car, or the houses in “that fancy party of town”, comparing our situation to others can have negative effects. So, my goal...
Jan 17, 2025 | Estate Planning, Housing, Issues that effect todays Market, Weekly Financial Thought
Blog “Housing Market Outlook for 2025″ As we kick off another year, I’m filled with optimism. Not because I think everything will be smooth sailing, but because even if we have a tough year, the economy has proven resilient over the long-term and this will be...
