As a certified financial planner with over 20 years of experience, I have had the pleasure of guiding numerous individuals and families toward their financial goals. Today, I want to discuss a crucial aspect of financial planning that often gets […]
With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have been positive, putting the Fed in a position to cut rates later this […]
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 […]
