A lesson we can learn from the 1600s

How comfortable are you with the idea of putting all your money into a very volatile stock? That’s exactly what many people are doing, and are quickly finding out that cryptocurrency can be a very dangerous thing if you invest your entire fortune in it. Believe it or not, a similar [...]

2021-06-13T10:00:54+00:00June 13th, 2021|Uncategorized|Comments Off on A lesson we can learn from the 1600s

Oops, I Did It Again!

I know that I talk about credit cards a lot. Still, I can't even tell you how many times I see people carrying crippling amounts of credit card debt because they're just so darn easy to get and use these days. What's shocking is how many times we repeat the same [...]

2021-06-12T10:00:48+00:00June 12th, 2021|Uncategorized|Comments Off on Oops, I Did It Again!

Advice from mom and dad

Growing up, many of us didn't get the chance to learn about the importance of finances. We often have to learn it on our own the hard way. I can safely say that many people have, at one point or another, lived on ramen or mac and cheese for a while [...]

2021-06-11T10:00:52+00:00June 11th, 2021|Uncategorized|Comments Off on Advice from mom and dad

Got a quarter million to spare?

Imagine for a moment; you're walking down the street minding your own business, and a disheveled-looking man approaches you. You know he's about to ask you for some spare change, but in a daring moment, he surprises you by asking you for way more. Maybe not a quarter million, but, let's [...]

2021-06-08T10:00:39+00:00June 8th, 2021|Uncategorized|Comments Off on Got a quarter million to spare?

Be Kind, Rewind

You probably remember that sticker that they used to put on VHS tapes at the old video stores (remember Blockbuster?), with that one simple request: Be kind, rewind. An unforgettable classic. But, despite being a classic, VHS tapes have gone the way of the dodo in favor of higher quality formats [...]

2021-06-07T20:48:34+00:00June 7th, 2021|Uncategorized|Comments Off on Be Kind, Rewind

Memorial Day

Today, we honor those who made the ultimate sacrifice to protect our country and our freedom. And to those who have served or are still serving, we salute you and thank you deeply for your service. Around this time of year, many of our clients donate to organizations that support veterans [...]

2021-05-31T10:00:54+00:00May 31st, 2021|Uncategorized|Comments Off on Memorial Day

Failure to plan…

Here's a trend that literally no one wants to be a part of: The boomer generation is not retiring when they deserve to. Remember the old dream where you ride merrily off into the sunset the day you turn 65? Where you'd trade your 9-5 for whirlwind cruises, bingo games, spoiling [...]

2021-05-28T10:00:00+00:00May 28th, 2021|Uncategorized|Comments Off on Failure to plan…

The Roaring Twenties

As the COVID-19 vaccine continues to become more and more available, one might say there is a palpable feeling of optimism in the air. Just maybe, the 2020s will mirror the prosperity of the 1920s as the world returns to normal. However, the decade that came after the 1920s can undoubtedly [...]

2021-05-27T10:00:15+00:00May 27th, 2021|Uncategorized|Comments Off on The Roaring Twenties

Lunar Eclipse

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 [...]

2021-05-25T16:01:41+00:00May 25th, 2021|Uncategorized|Comments Off on Lunar Eclipse

To Pay or Not to Pay (Student Loans)

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 [...]

2021-05-24T10:00:54+00:00May 24th, 2021|Uncategorized|Comments Off on To Pay or Not to Pay (Student Loans)
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