Estimated Reading Time: 2 minutes Oftentimes a good remodel can be a catalyst for positive change. My wife and I recently did a ‘refresh’ of part of our house and it’s remarkable how good this makes you feel once the…
Estimated Reading Time: 3 minutes Surveys by Gallup and The Federal Reserve estimate that between 52-54% of U.S. investors have stock market exposure directly or indirectly. Several other studies point to around the same percentage of investors who, at least…
Estimated Reading Time: 2 minutes That darn stock market has been all over the place lately. Is it time to ‘de-risk’ your portfolio? Is staying in worth it? Well, let’s take a step back and gain some perspective. Everything that…
Estimated Reading Time: 2 minutes Investing is an activity that always bears some risk, but the exact nature of this risk is often misunderstood. During the first half of 2019, investors piled $255 billion (net of withdrawals) into bond funds…
Estimated Reading Time: 2 minutes Hundreds of times each day, the financial media derive (from thin air), explanations for what is transpiring in the stock market. How do they know? The only real unbiased perspective on the markets comes from…
Estimated Reading Time: 7 minutes Maintaining financial balance can be a daunting challenge. Balance is crucial since this provides stability and steadiness. Ultimately, financial balance protects you from falling or even failing financially. These 28 steps will help you achieve…
Estimated Reading Time: 2 minutes If you put your mind (or really your emotions) to work on it, you can always find troubling signs in the stock market. The late summer swoon accompanied by increasing volatility has brought many of…
Estimated Reading Time: 2 minutes Nearly every client we work with owns some real estate. Why then do we utilize a real estate investment trust (REIT) in our portfolios? Let’s look at some of the rationale and take a peek…
Estimated Reading Time: 2 minutes With all the gnashing of teeth over day-to-day financial worries, there are just four primary ingredients in the ‘secret sauce’ for your financial success. Each ingredient is readily available yet difficult to faithfully put into…
Estimated Reading Time: 2 minutes Trust is inseparable from risk. We expose ourselves to both poor experiences and poor outcomes if we place our trust in the wrong person or organization. But what exactly is trust and how can we…
