Let's face it, at least in the financial world, 2022 hasn't been a great year so far. Stock and bond prices are down and inflation is up....

With tax filing season upon us, I want to share something I've noticed after working 12 years in the financial planning field. Too...

While for months the Federal Reserve labeled increasing inflation as "transitory" they've now shifted their position to one, seemingly,...

Last month we talked about the bizarre market 2021 presented us with and the bear market many stocks struggled through even as the major...

Two weeks ago the devastating Marshall Fire tore through the tranquil communities of Superior and Louisville. Some clients are now...

We've all been there. Maybe it was the breakroom at work. Or a graduation party. Perhaps a picnic with some new friends, or the bar on...

If you haven't already, take a look at the chart above. And then get ready, because I'm going to share something personal. It's one, if...

It's probably time we talk about financial planner bias. Perhaps surprisingly, a fair amount of ink has been spilled in financial...

History generally leans towards generosity in providing lessons to be learnt. For example, from the Great Depression emerged a more...

On Sunday the world marveled as we witnessed yet another milestone of human achievement when Richard Branson reached outer space in the...

Sometimes, when making a decision, you shouldn't listen to me. It's true. Well, go ahead and listen, and I hope you listen very closely...

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. ...