30 Oct Investing 101: Halloween Edition
Reasons to get spooked (in a fun way!) this Halloween: Trick or treating Scary movies Haunted houses Investing, on the other hand, should never be on this list of spooks. A wise investor is...
15 Oct A Recipe for Ideal Investment Advice
In addition to investing, cooking is one of my passions. In fact, I often tell clients to think of their asset allocation like a recipe: we combine certain ingredients (asset...
30 Sep Taking Control Of Your Financial Life
It is important and empowering to be in control of your finances. Financial health is a key part of holistic wellness - it is just as significant as any aspect...
23 Sep A Question Every Investor Should Ask
Ask yourself: Do I have access to the best possible investment products? You want a completely independent advisor who is beholden to no one but you, the client. Banks and brokers...
26 Aug Finding the Right Financial Advisor
Not only do you want to work with an independent fiduciary, who is legally required to uphold your best interests, you also want to find an advisor who will encourage...
19 Aug Hidden Fees and Commissions: Do You Know Where Your Money Goes?
Add these to the list of must-ask questions for a financial advisor: Can you explain how you are compensated? Are you aware of where your advisor’s compensation is coming from? You...
12 Aug The One Question You Must Ask A Financial Advisor
There are many financial advisors and firms out there, and on paper they can start to sound very similar. How do you know what to look for? Find a Fiduciary. One of...
05 Aug Beginning Investors: The First Step
Pop quiz: Investing is something that… A) is for wealthy people, investment bankers, and hedge fund managers B) something that you’ll get into later in life once you have more money saved...
23 Jul One Simple Trick To Jumpstart Your Financial Future
There are many ways to make your financial goals a reality, but you need to develop a plan that works for you. In this blog I’ve discussed a number of budget...
16 Jul Financial Health Starts With Smart Money Habits
Shifting to a financially healthier lifestyle is not as tall an order as it may seem. In many ways, our spending habits are just that – habits. When we get...