Get those solar eclipse glasses ready! Though not quite as visible as it was in 2017, there will be a lunar eclipse tomorrow that can be seen across the United States. While the moon eclipsing the sun is a fascinating phenomenon to witness, as a financial advisor, it reminds me of [...]

That is the question. 'Tis nobler to invest or pay down my debt? The speed at which one pays off their student loans is an increasingly common personal finance question, and it's made even more complicated by the uncertainty of policy in Washington. Unfortunately, like a lot in life, the answer [...]

Today, I want to give a special shoutout to the parents with kids in K-12. As if you didn't already wear enough hats, the past year forced you to wear another: that of the part-time teacher. And just when kids were returning to school, and you were getting a breather, summer [...]

To cap off this week's emails on personal finance and security, I want to touch on a topic commonly overlooked but still impactful on your retirement: your children's credit. This topic is important because it could tell you if your dependents will still depend on you in your retirement or not. [...]

Have you heard of the 3-6 month rule? It's the standard rule of thumb that you should keep 3-6 months worth of expenses on hand in cash in the event of emergencies. My clients often ask me questions about this rule. Is it still relevant? Can it be more than six [...]

It's an unfortunate fact that fraud costs the global economy a whopping $5 TRILLION every year, and sadly, that figure is expected to grow over the next decade. There are numerous types of fraud, from credit card fraud to fake charities to robocall scams. One of the most common methods for [...]

Happy birthday to the New York Stock Exchange! 229 years ago today, 24 stockbrokers signed the Buttonwood Agreement. Named after the brokers' traditional meeting place, underneath a buttonwood tree on Wall Street, this agreement was the founding document of the NYSE. What began as a small group of brokers signing a [...]

By 1979, sales of Walmart had hit $1 billion. That same year, founder Sam Walton bought a 4-speed manual transmission F-150. When asked why he chose the pickup truck, he responded, "Why do I drive a pickup truck? What am I supposed to haul my dogs around in, a Rolls-Royce?" To [...]

"Heroes get remembered, but legends never die." -Babe Ruth, Sandlot I'd like to adapt this famous quote from The Sandlot and apply it to investing: "Disruptions get remembered, but principles never die." Over the last week, I've talked to you about several trending news stories and how they might affect your [...]