When I first started studying the stock market and what makes it tick, I was always captivated by people who confidently predicted what would happen next. “T...

Well, that was a wild week in the stock market. We have not seen fluctuations as drastic as last week since 2008. In fact, every day last week counted as eit...

When it comes to reviewing investment portfolios, there is an interesting phrase that is often uttered. It’s usually a version of this: “Let’s take a look at...

Investing is difficult. It can make smart people look dumb. And it can make lucky people look smart. You can be right about an investment but look sorely wro...

In my last article, I made the case for why I believe now is the golden era of homeownership. I want to expand on – and sum up – my reasoning for labeling it...

My generation is lucky. When it comes to purchasing one of the biggest assets on most households’ balance sheets, we have a huge advantage. Prior generations...

Ebenezer Scrooge’s famous catchphrase nicely sums up my enthusiasm for gold as an investment. Bah! Humbug! I have heard every argument peddled by those who f...

There is one burning question I repeatedly hear from those who are nearing retirement. It’s a simple question, and fortunately there is usually a simple answ...

This time of year is focused on giving thanks and counting our blessings. In this country, especially, it seems appropriate to reflect every now and again on...

Investing for retirement is like mountain climbing and flying airplanes. Surprisingly, the riskiest part of the journey isn’t the climb. It’s the descent. Au...

Some people hate debt. They hate it with a passion. They don’t like it hanging over their head or weighing them down. They can’t wait to be debt-free. Many t...

IRAs are one of the most popular retirement savings vehicles in the United States. Used correctly, to save for future retirement expenses, IRAs are fairly bo...

Do me a quick favor and re-read the title of this article. Can you finish the popular saying? I am guessing you probably can, but if not let me give you a hi...

Call me a skeptic. I came across a statement the other day in an article about financial literacy. It’s a statement I have stumbled upon before. The author o...

As a financial planner, one of the more difficult questions clients ask today is, “Where can I go to earn a higher return on my cash?” Whether parked in a sa...

The inspiration for these columns comes from a number of places. It may be a question from a client, a piece of research I read, or a discussion with another...

In a relationship, usually one person takes the lead. It could be on the dance floor, in the kitchen, or in social situations. Taking the lead is particularl...

We all have a dream. It’s why entrepreneurs fail. It’s why marriages end in divorce. It’s why retirees go back to work. We all have a dream. And the dream i...

When it comes to investing, we often want what we can’t have. We want all the reward with no risk. All the upside with none of the downside. You want it. I w...

There is a well-worn saying about proper etiquette when meeting someone for the first time or when in the presence of mixed company. In truth, it is more of ...