I am being inundated with new headlines about market declines and volatility. The last time I wrote about this topic was in 2016. Since that time, the S&P has increased by almost 50% even factoring in the bear market losses we have seen this year. During the last six years, we have experienced declines of ... Read More.
As of June 2020, I am no longer creating new content. Some details may change from year to year, but my approach takes a long view. It is my hope that the concepts and philosophy in the archives prove timeless and helpful.
In light of the Covid-19 crisis, I’ve created a list of things to consider when it comes to your personal finances. This is not an exhaustive list and resources, circumstances and strategy seem to be changing almost daily. Regardless, I hope this will give you practical and actionable ideas to help you during these unpredictable times. ... Read More.
What if every dollar you made was put to work with the goal of maximizing your happiness? What would that look like? It’s honestly hard to imagine. In our consumer-driven culture, we’re constantly inundated with ideas about things that should make us happy — a bigger house, a nicer car, the newest gadgets — and ... Read More.
Most of us have tried and failed to stick to a monthly budget at least once in our lives, and many of us have come to have a strong dislike for the word “budget” as a result. But we all have important financial goals that we want to achieve, and one way or another we ... Read More.
One of the questions I’m asked quite often, is whether it’s better to pay down debt or save for retirement. The answer, as is almost always the case in personal finance, is that it depends. Both are smart moves and the right decision depends on the specifics of your situation, the goals you’re trying to ... Read More.
Potential clients often come to me in one of two predicaments. Some people feel stuck in their current financial situation, unable to see how they could possibly change things. Others have a lot of ideas, but they can’t tell good from bad and they don’t know what to focus on first. Whichever end of the ... Read More.