Media Drama: Facts or Fiction?

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

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.

Do Simple Better

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Do Simple Better

A focus on the fundamentals is not just good advice for the sports world. It applies to many areas of our lives and certainly our finances.

Vaccine for Physician Pocketbooks

While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

What a Difference a Year Makes

On March 23, 2020, the S&P 500 tumbled another 3%, culminating a near 34% drop over that same month. The Dow Jones hovered around 19,000. Gains from the past few years were gone. 

What to Do & What Not to Do in Response to Russia-Ukraine War

Pictures and video coming from Ukraine are difficult to watch. As humans, we may be angered and ask, “How can I help?” In investing, typically the best thing to do in the moments when we are most tempted to do “something,” is simply to sit still.

Nervous About the Market? Maybe You Need a Lifeboat.

Market volatility tends to unnerve even the calmest of investors. How do we know what to hold and how much to hold at any particular time? That’s a crucial question, but the answer does not need to be complicated.

Recession “Reaction”

Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.