March Captain’s Log Unlocking Investing Success: The Power Of Diversification And Staying The Course Investors, especially do-it-yourself investors, often grapple with the impulse to chase after the latest shiny investment opportunities. This tendency can lead to strong opinions based on personal beliefs, influencing their investment behavior. Clients must resist the urge to outsmart the power…
Read MoreAre you gearing up to purchase your first home? Buy a new car? Have another large expense on the horizon? Whatever your game plans, the key to successful financial planning lies in understanding the ins and outs of interest rates. Much like the external factors that influence the rise and fall of the ocean, interest…
Read MoreFor many people, January ’tis the season for paying off holiday bills. In a world that constantly bombards us with advertisements and temptations to spend, the idea of a “No Spend Month” may seem challenging or even daunting. However, this financial challenge is not about depriving yourself of necessities; it’s about making conscious choices to…
Read MoreParenthood is hard! But that truth makes grandparenting a joy for so many. I’ve heard many grandparents in my office talk about the joys of being a grandparent, while citing the reality that you get to have all of the fun without the same amount of responsibility! But for more than 3 million grandparents in…
Read MoreNew Year’s resolutions look different for everyone, but they all have the same goal: to make sure this year’s version of you is improved in some way over last year’s. That change can come in the form of weight loss, a new job, or financial goals. Like a New Year’s resolution, your comprehensive financial plan…
Read MoreI’ve committed my career to helping people plan for retirement. During the planning phase, I help individuals imagine their ideal retirement scenario and then create a comprehensive financial plan that makes that imagined scenario a retirement. But the thing about life is that it rarely—if ever—goes as planned. Over the past two years, I have…
Read MoreTaking a loan against your 401k plan may feel like a safe option in situations of financial need. A loan against your 401k is not a traditional loan in the sense that there is no lender (they are your assets) and the loan is not measured against your credit score. Those two benefits do not…
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