June 16, 2020
How To Be Positively Skeptical Part 3: Due Diligence?
In the financial jungle, it’s essential to look before you leap at emotion-triggering misinformation. Here are five “do’s” and “dont's” for doing your best fact-finding due diligence.
May 7, 2020
Is Now A Good Time To Refinance?
Many homeowners are wondering if now might be a good time to refinance their current mortgage. To help you determine whether there is opportunity with your situation, here are recent…
March 9, 2020
3 Prudent Thoughts for Turbulent Markets
As investors, when the market challenges our discipline it is important that we remind ourselves of the relationship between investment risk and expected reward. The recent unfolding news highlights the…
January 23, 2020
How Should You Handle that Old 401(k)?
In this video we explore 3 reasons why you shouldn't leave that old 401(k) with your previous employer and how to take those next steps in rolling the money into…
January 22, 2020
Making Your 2020 Resolutions Stick
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution are not always the same…
November 19, 2019
College Savings Plans: Breaking Down the Complexities
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other important financial obligations such as…
November 18, 2019
How Markets Work and the FAANG Mentality
The stocks commonly referred to by the FAANG moniker—Facebook, Amazon, Apple, Netflix, and Google (now trading as Alphabet)—have posted impressive gains through the years, with all now worth many times…