Coronavirus fears continue to dominate headlines as equities markets around the world gyrate wildly.  This week's daily returns saw the S&P 500 go up 5%, dow...

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

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 real estate market.  ...

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

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

"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," opened. With almost ...

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 example of analyzin...

Each time I write a financial plan for a new client they are given a "Data Gathering" packet requesting a host of information. It's dreaded, I know. Just t...

Each year, after decades of contributions to the program, millions of Americans claim social security benefits for the first time. Most go on to receive hun...

If you recently received your 2019 home and auto insurance renewal rates you've probably felt at least a little like the man pictured above. My homeowners i...

We need to talk. It's about your "Emergency Fund." Most believe you should have a reserve of three to six months of expenses set aside at all times in case...

I just finished reading a third quarter "Investment Commentary" put out by an industry organization. All I could think of was the teacher from Charlie Brown...

With back-to-back 2%+ losses in the S&P 500 and a 5.5% drop since last Friday, it's been a rough week for stocks. And while we're just 7.2% from the all-tim...

I recently read a story wherein a financial advisor was told by a client that he was going to "park some money in the S&P 500 for a few months." The advisor...

Are you “sticky?” Let me explain.... In the corporate world, there's an expression called "stickiness" that many businesses, especially banks and insurers...

There are things people say that stick with you your entire life. It's as true for me as I'm sure it is for you. And it's interesting to hear what these thi...