In these COVID times, there are no shortages of people tauting how when the market went down that went into the market in a big way and have already made thousands of dollars in returns. 

It’s important here to hone in on a key difference between reported economic data and the stock market.  Economic data, like a job’s report or a GDP print, is providing you a snapshot of something that has already happened, while the price of the stock market is a prediction of what is assumed to happen.

Here’s the problem with commitments, they take time and time is a finite resource.

Today I would like to address one of these common finance simplifications, “Cash is king” and discuss how we should and should not be applying this to our personal finances.

As the ancient tale goes, the Greeks constructed this large wooden horse and told their enemy, the people of Troy, that it was an offering …

As an advisor, you have a natural bent towards math. You enjoy the projections, the forecasts, the modeling, and all the calculations behind financial planning. …

When the Bad Outweighs the Good I grew up racing BMX bikes.  At one point, I aspired to do this professionally.  Many of my peers …

It was on Easter, 5 years ago, when I got that dreaded phone call – a friend reaching out to me to let me know …