Lately I've seen the chart above making the rounds and warning investors that a stock market crash is looming. Notice that big drop in...

In 1964 Bob Dylan recorded his classic, "The Times, They Are A-Changin'." While Dylan wrote the ballad as a protest and an attempt to...

Earlier this month I attended a presentation by Dr. Sarah Newcomb, a behavioral economist with Morningstar. Dr. Newcomb presented...

Gerontologist and best-selling author Ken Dychtwald likes to compare planning for retirement to space travel - saying it's a long journey...

Stocks, as measured by the S&P 500, ripped 9% higher in July as investors began to anticipate a "pivot" by the Federal Reserve on...

Holy Toledo, Batman! According to this July 4, 2022 article JP Morgan (a bank everyone has heard of) says oil prices could surge 240%!!!...

Getting started implementing a financial plan (or making updates to an existing plan) can be, well, something you want to delay. Am I...

Getting even. Who doesn't like to get even, right? There's just something cathartic about it. An eye for an eye, a tooth for a tooth. ...

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...