One of the more common opportunities for improvement I see when working with new financial planning clients is how they utilize their...

In the 2000 sci-fi comedy "Dude, Where's My Car?" a young Ashton Kutcher asks a simple question after a night of hard partying, "Dude,...

The first daffodil leaves of the spring have popped up in my backyard and that signals one thing - home buying season is upon us!!! ...

Don't fall for the magician's trick. I've been thinking about that the last few days as it relates to the equities markets. With all...

After initially balking at some of its provisions, President Trump signed the Taxpayer Certainty and Disaster Tax Relief Act of 2020 on...

After "bubbly" action in 2017, a "burst bubble" in 2018, and a quiet 2019, bitcoin has been having a stellar 2020, up ~270% through...

The 2020 election is now in the books (mostly) and many are wondering what it means for the market and their investments portfolios....

One of the more common questions I address from younger clients when they first come into my office is where to buy life insurance. Most...

With financial markets settling down the last month its left me, like so many others, reflecting on life, relationships, and the future. ...

As the stock market continues its recovery I believe I'm beginning to see something I've pondered the possibility of the last few...

As the stock market continues to recover from the Coronavirus drop, I've been taking a look at, and updating, many client's financial...

In the last two weeks there has been an unprecedented amount of information and legislation coming out of Washington D.C. and state &...

Unimpressed with March 12, 2020's 10% drop (the fourth worst single day ever), equities markets put in declines of 12-13% today, now the...

Coronavirus fears continue to dominate headlines as equities markets around the world gyrate wildly.  This week's daily returns saw the...

In the 1994 cinema classic, "Forrest Gump," we learn some great life lessons.  For starters, you can go home again.  Also notable, the...

In the last year online real estate firms Redfin and Zillow have rolled out new programs aimed squarely at taking a bigger piece of the...

Last month, a company named WeWork withdrew its filing to sell shares to the investing public (known as an Initial Public Offering, or...

While so often financial planners are relegated to discussions about saving and investing, this month I wanted to tackle the other side...

"Is Costco worth it?" It's a question I've gotten numerous times and is as old as, well,1973 when the first Costco, then "Price Club,"...

We've been talking a lot about fees the last few months. To wrap up the conversation, I wanted to take a moment and provide a real world...