Category Archives: Financial Planning

One of the worst times to worry about market headlines is during the holiday season. Below are three ideas that can help you worry less and focus on what matters most during the holiday season. 1. Capture gratitude. Science suggests that capturing gratitude regularly can help you worry less and lead to a happier and healthier […]

Have you ever tried to have a phone conversation while someone (spouse, child, or stranger) was trying to get your attention or making a lot of noise? When it comes to managing your wealth, news outlets can be just like those distracting people who pull your attention away from what you are trying to do. […]

Trying to beat the market is kind of like trying to individually guess how many jellybeans are in a jar. If you’ve participated in that type of a guessing game, you likely found that two things were true. The guesses were all over the board, and the average of all the guesses was shockingly accurate. […]

Are you worried that a recession might be around the corner? Do the ups and downs of the market stress you out? Do you currently hold an S&P 500 index fund as part of your long-term investment portfolio? If you answered “yes” to any of the above questions, the link below might be of interest […]

Do you wonder if you’re missing out on opportunities to get higher returns for your investment portfolio? Do you feel stressed out about drops in the market or headlines in the news? The link below includes insights about how a shift in expectations and perception can lead to a happier financial life. If you’re interested […]

Are you worried that your investment portfolio isn’t built as well as it could be? Do you wonder if you should be making changes to your portfolio based on what you hear in the news? The link below can help you identify opportunities to get more out of your investment portfolio. If you need help […]

Does trying to figure out the ups and downs of the market make your head hurt? Are you concerned about investing right before a major downturn in the market? The link below contains insights about how difficult market timing has proven to be and how a long-term approach focused on what you can control has […]

Wonder if you’re missing out on the next big investment opportunity? Wish your investment portfolio would feel more stable? Do you currently hold assets only within the United States? If you answered “yes” to any of the above questions, “The Randomness of Global Equity Returns” may be of interest to you. This piece explores: how investors […]

Are you nervous about a potential downturn in the market? Are you wondering if there’s a better way to invest? The link below describes 10 steps for pursuing a better investment experience. If you want to learn how we help people get more out of their time and money, visit our website or request a […]

Cash Flow Killer #3 – The Silent Killer How not to use a GPS device Within the last year, I had an idea to turn-off the voice notifications on my GPS before venturing out to visit a new client. Since I knew 90% of the route, my plan was to just look at the GPS […]