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Unsure of What to Do Next? Know Where You Stand in Your Financial Life Cycle

Market volatility has led to concerns we may experience a lost generation of investors; a current Depression-era style generation that avoids the risks and long-term benefits of equity market...

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All-or-Nothing is Never the Right Move

I have a difficult time forecasting my preference for meals. At times (many times), it’s pizza; other times, it’s something a little healthier. This indecision about what I’ll want tomorrow causes me...

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The Mortgage Payoff Question

Part 1 of 2 In my last post, I discussed that the use of debt can make sense for certain situations in life, but I have never had a debt-free client tell me they regret being debt-free. Many folks...

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Why Stocks? Why Peas?

I get the feeling that for many investors who have been on the sidelines though the latest market volatility there has been an “I told you so” moment; when it comes to the advice planners give to...

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Is Real Estate a Good Investment Today?

With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?” Real estate can add dimension and diversification to a portfolio. It can...

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