9 Simple Tips for Financial Success

Jan 17, 2020 | Investing, Retirement

“9 Simple Tips for Financial Success” Having success with finances doesn’t have to be complicated or chalked up to some mystery that only ultra-wealthy individuals know.  Success also isn’t necessarily about being smarter or working harder than everyone else. ...

The Importance of Zero-Based Budgeting

Jan 10, 2020 | Investing

“The Importance of Zero-Based Budgeting” Budgeting isn’t the most exciting topic, but it is the nuts and bolts of someone’s financial picture and is a snapshot into what they value when it comes to money.  While saving and investing are important parts of...

2010’s, A Decade in Review

Dec 27, 2019 | Behavioral Finance, Investing

“2010’s, A Decade in Review” As the 2010’s decade draws to a close we thought it important to pause and take a look back at how the financial landscape has changed from 2010 through 2019.  Remember how bleak things looked in 2010 as investors had just come...

Does It Matter When Booms and Busts Occur?

Oct 25, 2019 | Investing

“Does it Matter when Booms and Busts Occur?”For my grandparents it was the Great Depression and then an economic boom from the second World War.  For my parents it was the savings and loan crisis and the subsequent tech growth and dot-com bubble.  For me it has...

Uncertainty is the Only Certainty

Sep 27, 2019 | Investing

“Uncertainty is the Only Certainty”If you keep up with the news on a daily basis, it’s hard not to notice the constant fluctuation and turmoil on a geopolitical and financial front.  Whether it is escalating trade tensions, Brexit, decreasing interest rates, or...

Whatever You Do, Talk to Someone

Sep 20, 2019 | Investing

“Whatever You Do, Talk to Someone”In an April 2019 study conducted by TransAmerica Center for Retirement Studies, the comfort level of retirement conversations across three generations was surveyed.  What was found is that retirement is a family matter that...