SteveMar 173 minThe Sell-Off ContinuesUnimpressed with March 12, 2020's 10% drop (the fourth worst single day ever), equities markets put in declines of 12-13% today, now the second worst day in ...
SteveMar 73 minSpecial Edition: Coronavirus UpdateCoronavirus 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...
SteveJan 62 minIt HappensIn 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...
SteveDec 13, 20194 minRobo Real EstateIn 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. ...
SteveNov 5, 20193 minPrivate Equity - Deal or No Deal?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 ...
SteveOct 16, 20193 minHappy MoneyWhile so often financial planners are relegated to discussions about saving and investing, this month I wanted to tackle the other side of that conversation....
SteveSep 4, 20193 minIs Costco Worth It?"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 ...
SteveJun 27, 20193 minA Dropped RequestWe'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...
SteveMay 8, 20192 minI Found a Million Dollars!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...
SteveApr 3, 20192 minHow To Calculate Your Social SecurityEach 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...
SteveFeb 22, 20193 minWhy Your Insurance Rates SoaredIf 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...
SteveJan 3, 20193 minAre you Making These Common Emergency Fund Mistakes?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...
SteveNov 11, 20181 minWah Wah Wah Wah WahI 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...
SteveOct 11, 20182 minFWM Special Edition - October 11, 2018With 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...
SteveSep 21, 20182 minThe S&P 500 is NOT a Money Market FundI 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...
SteveSep 17, 20182 minAre You “Sticky?”Are you “sticky?” Let me explain.... In the corporate world, there's an expression called "stickiness" that many businesses, especially banks and insurers...
SteveSep 8, 20183 minThings People SayThere 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...
