Nothing to show here yet.
A Few of My Favorite Things
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”
Media Drama: Facts or Fiction?
Category: Investing
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
A “Real” Estate – Part One
Category: Foster Group
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
“60% of the Time, It Works Every Time.”
“But it’s different this time!” I wish I had a dollar for every time I’ve heard this over the years. While it is true that the set of circumstances driving the market are always unique, the end result is almost always the same.
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Bear Markets and Life Jackets
Category: Investing » Asset Allocation
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Category: Investing
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Chart of the Month – Apr 2022
Category: Investing
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.