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...

The Rise of Coffee Shaming for Millennials

Jul 26, 2019 | Investing

“The Rise of Coffee Shaming for Millennials”Frankly, as a millennial myself, I’m tired of hearing about how our $5 coffees are the sole culprit that is putting us behind the eight ball for purchasing a home, saving for our kids college, or being set up for...

Your Goals > Stock Market Movements

Jul 19, 2019 | Behavioral Finance, Investing

“Your Goals > Stock Market Movements”Let’s face it, the stock market can be a very scary place.  Even if the market is moving up, there seems to be constant headlines about when our next recession will be or what events will lead to a “major correction”.  On...

Robo Advisor vs. Financial Advisor

Jul 12, 2019 | Investing

“Robo Advisor vs. Financial Advisor”There has been a lot of debate, especially over the last 10 years of a bull market, about the real “value” that a real-life financial advisor brings to a client.  During this time, the massive growth of robo advisors such as...