Investment Advice Blog Posts

January 31, 2018

You Shouldn’t Care How the Market Performed Today

One question I am asked a lot is “What did the market do today?” Most of the time my answer is “I don’t know.” Not that I am trying to be flip; I honestly do not know. Yes, I am in the financial business and …

December 5, 2017

Stop Chasing the Latest Investment Trends

Looking Around The financial media is drawn to catch phrases, acronyms and buzzwords that can be sold as the hot new thing – FAANG (Facebook, Apple, Amazon, Netflix and Google) being the latest of these. Journalists, commentators and marketers use acronyms like FAANG because they …

November 14, 2017

Even a Pro Can Fall Victim to the Headlines

Last year at this time, I was in a hotel room in New York City on election night. I was three hours ahead of everyone back home, the polls were just starting to close on the East Coast and the results were starting to trickle …

October 18, 2017

Your Children’s Financial Success Depends on One Key Quality

“Leading by example” is probably one of the most overused yet undervalued pieces of parenting advice. This is particularly true when it comes to personal finances. Many parents aren’t sure what to teach their children about money, yet they will ultimately be the most influential …

June 7, 2017

Surviving the Investment Roller Coaster

We have all ridden a roller coaster. Some of us love the excitement, while others shut their eyes and hold on for dear life. Many of us experience the same sensations when it comes to investing. All is good and well when the market goes up or …

May 2, 2017

Money Market Accounts: Three Mistakes You May Be Making

Money market accounts serve the useful purpose of keeping your money safe and liquid, however they are often misunderstood and misused. These are the three most common mistakes people make when it comes to managing their money market accounts. 1. Not Thinking About Inflation Placing …

March 16, 2017

Time – An Investor’s Greatest Ally

Most people tend to think of retirement as a far off event and thus put off planning for it. Unfortunately, this thinking does not work in anyone’s favor. Saving for retirement early creates positive investing habits as well as yields higher returns down the road. …

February 13, 2017

Don’t Step Over Dollars to Pick Up Dimes

An important step in reaching your financial goals is taking a careful look at the things you are doing that you assume are helping with your financial future. This process is essential because oftentimes in our pursuit of financial success, we get caught up in the …

December 1, 2016

Elections are Bad Predictors of Market Performance

As election results were coming in on Tuesday, November 8, stock market futures were pointing toward a large decline once the market opened on Wednesday morning. Markets tend to dislike unexpected change. That night, as it grew clearer that we would have a shift in …

November 1, 2016

In Search of “The World’s Best Investment”

People focus a lot of time and energy on trying to find the “best” stocks, mutual funds or other investments. Magazines and TV devote their existence to this search and there are countless books and articles about it. There are entire industries built around this …