What Do Low Interest Rates Mean for My Retirement?

Mortgage rates are at historically low levels and borrowing money is relatively cheap. However, a retiree typically has less debt and more saved in…


Value Investing: Will Big, Growth Companies Continue to Dominate?

With the extraordinary performance of a handful of tech-giants, it leads many investors to wonder if we should expect these stocks to continue such strong…


Investment Strategy Basics: How to think about portfolio construction

Perhaps you see the S&P 500 has dropped 2% and think to yourself, “Oh no, my portfolio has dropped 2%!”


What Will the Stock Market Do This Week?

Recent weeks, following the fastest bear market in history


The CARES Act: 6 Things to Know For Individuals

The legislation is aimed at providing relief for individuals and businesses that have been greatly impacted by COVID-19.


IRA or 401(k): Can I Contribute to Both in the Same Year?

Updated to reflect new figures and limitations in 2020. Here are three important considerations when determining if you should invest outside of your…


How Discipline Can Improve Your Life

Discipline is arguably the most powerful tool at your disposal to tackle life’s challenges and achieve greatness.


What an Inverted Yield Curve Means for Investors

So, when news breaks that the bond market, in the most reliable government in the world is out of whack, it concerns people. This recently happened.


Tips for the Young Investor’s 401(k)

Neglecting the importance of asset allocation, savings rates, and choosing between Traditional or Roth contributions can impact your future considerably.


Successful Decision Making

In contrast, analysis of several hundred millionaires revealed that every one of them had the habit of reaching decisions promptly and changing them slowly.


Blinded by the Past

I’ve found people are shocked when I show them how much their expenses are projected to be in the future.