Investing & Markets

As we head into the year-end, it’s often a good time to look at realizing losses for tax purposes on

Are you undercutting your efforts to build wealth? Good money habits can help you as you save and invest for

Although all election years feel different, 2020 no doubt may be one of the most unique election years ever. We

The economic struggles in our country are among the worst we’ve ever seen. In April, a record 20 million people

“Life is 10% what happens to you and 90% how you respond to it.” — Lou Holtz As the battle

The beginning of 2020 has been quite a ride so far. How is everyone doing staying home and slowing the

“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying. The last week

As the year draws to a close and a new decade begins, I am mindful of how far we’ve come

Investors are enjoying the longest bull market ever, but two camps of thought still exist. One camp points to the

Have a Game Plan – Benjamin Franklin said it best, “If you fail to plan, you are planning to fail”.

During volatile times, many investors get nervous and begin to question their fundamental investment decisions and choices. This is especially

Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter is to