Know Thyself as an Investor
In ancient Greece, at the Temple of Apollo in Delphi, there were three maxims (proverbs) inscribed on a column in the forecourt. … Read More
Back to Basics: Investments
There’s been a lot of talk recently regarding the market and investments. But what exactly does “the market” mean and what are … Read More
Cheat Sheet: How to Reduce Your Taxes (Part III)
Over the last three years, thousands of pages of tax code have been written – or, should I say, rewritten. The bulk … Read More
Cheat Sheet: How to Reduce Your Taxes (Part II)
Over the last three years, thousands of pages of tax code have been written – or, should I say, rewritten. The bulk … Read More
Cheat Sheet: How to Reduce Your Taxes (Part I)
Over the last three years, thousands of pages of tax code have been written – or, should I say, rewritten. The bulk … Read More
Four Seemingly Non-Financial Decisions That Are Actually Financial Decisions
What decisions can have the most impact on your life? How much education you get. Education is expensive and the cost continues … Read More
7 Thoughts for Rough Economic Times
Navigating economic downturns is personal. The economic stress caused by the pandemic has been unique and varying. To put it simply, this … Read More
Why Is Diversification Important?
Diversification is a word closely associated with investing, and its importance cannot be overstated right now. Diversification is the process of allocating … Read More
Debt is a Four-Letter Word!
At least that’s how many people feel about debt. But debt can be a good thing! Lending & borrowing increase the overall money … Read More
Mitigate Your Risk
Hopefully you’re finding extra time this summer to spend with family, tackle home projects, and refresh your financial plan. A good place … Read More
Been There, Decided That
Helpful questions to ask yourself before making a major financial decision Major financial decisions can have a profound impact on our lives, … Read More