Financial Guidance That Brings Clarity

Ronald Reagan once famously quipped, “The nine most terrifying words in the English language are: ‘I’m from the government, and I’m here to help.’ ” For the millions of Americans who have already received their Economic Impact Payments, (commonly called “stimulus payments”) these words may not have aged well. For the others, who are still […]

Before “work from home” became a popular hashtag, my daily commute was a very mundane process. When I was finally able to start going back into my office, my drive suddenly felt new again and I noticed things that my mind would have otherwise glossed over in the normal routine of my drive. One such […]

It is often difficult to effectively respond in times of social unrest or injustice like we are currently seeing across our country. At the very least, these moments should lead to introspection and self-evaluation. As we look at what we have been entrusted with, it is natural to evaluate how our financial investments can be […]

April Fool’s Day is synonymous with practical jokes and good-natured hoaxes. While most people accept the light-hearted nature of April Fool’s Day and laugh along with the practical jokes, April 1 should also serve as a reminder to remain vigilant against the much more serious hoaxes we are all subject to on a regular basis. […]

None of us planned for this crisis. It probably seems like a long time ago, but our first blog post of the year, titled Return on Life vs Return on Investment, gave us the foundation for dealing with the current challenge of the COVID-19 and market volatility. The key is not letting heightened emotions and […]

I was explaining to a new client recently how we invest our client assets. They wanted to know if we use individual stocks, Mutual Funds or ETFs (Exchanged Traded Funds.) I told them we don’t use individual stocks or securities, as this adds a level of risk that does not necessarily improve the risk/reward return. […]