Our 2019 Investment Outlook, Ep #78
A common question I receive is now a good time to invest? Or what should I invest in? I don’t have a crystal ball so I can’t time the markets…
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How to Avoid the Financial Mid-Life Crisis, Ep #69
If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and…
What Tops Your Financial Bucket List?, Ep #65
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items…
Do I Really Need a Financial Advisor?, Ep #53
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the…
2018 Market Outlook
Where should you invest now? As I wrote last year in “Should I Own International Stocks?”, in investing it is important to “skate where the puck is going, not where…
What Investment Decision Process Should You Implement? Ep #52
When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of…
Questions to Ask when Searching for a Financial Advisor
There are a lot of “financial advisors” out there, and not all advisors are created equally. I recently spoke with a prospective client who asked some great questions. Unfortunately, she…
I Received a Windfall – Now What?
‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention…
Episode 38 – Things You KNOW But Don’t DO
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat…
Don’t Let These 10 Mistakes Ruin Your Retirement
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid.…
