Your Goals > Market Movements

Blog “Your Goals > Stock Market Movements”   Given all of the uncertainty surrounding this election week, I thought it was an important reminder that our personal (and long-term) financial goals are more important than short term stock movements.  The...

How is my Credit Score Calculated?

Blog “How is my Credit Score Calculated?”   Many people live and die by their credit score and do everything humanly possible to improve it.  Others take a more passive approach by ensuring they pay off their credit card every month and trust they will be...

Don’t Live with Election Fear

Blog “Don’t Live with Election Fear” It seems to be all we hear about anymore.  What will November 3rd, 2020 produce for the next president of the United States?  Truthfully, with the amount of mail in ballots expected in this election, we may not know on...

Themes for the Next Decade

Blog “Investment Themes for the Next Decade” Let’s face it, 2020 has been a difficult year for so many.  Whether it was the Australian wildfires, the killer hornets, the California fires, or the COVID pandemic, we have had our fair share of tumultuous events. ...

4 Exercises for Better Money Habits

Blog “4 Exercises for Better Money Habits” Do you ever find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions?  Here’s the good news: It is absolutely within your control to transform your habits and become...

Why the Dow Jones is not a Great Benchmark

Blog “Why the Dow Jones is not a Great Benchmark”   It’s nearly impossible to tune into mainstream media outlets like CNBC without the Dow Jones Industrial Average (DJIA) being the focal point amongst stock indices. I, myself, am guilty of quoting the Dow’s...