I’m often asked, “What’s the best way to get my finances in order?” My answer is always the same: give your finances a “spring cleaning”! Spring is a great time to recalibrate your financial plan, assess your progress and make […]
As a Certified Financial Planner with over 20 years of experience, I have seen firsthand the benefits of starting to save money when you’re young. While we all know that saving money is important, many people don’t realize just how […]
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology. Fear […]
In the spirit of Valentine’s Day— In investing, emotions often play a significant role in decision-making. Emotional Bias, akin to a love language, can subtly guide investors through the highs and lows of the financial market. Understanding the impact of […]
Looking ahead at a home purchase? High rates convincing you to stay put as long as possible? With mortgage rates pushing above 7% again, you might think a reasonable mortgage is out of reach. I’ve got some not-so-great news for […]
