The Dog Years of International Stocks

The Dog Years of International Stocks

Throughout 2019 the US stock market has outperformed the aggregate International stock market. Is this the dog years of international stocks?


Do Your Giving While You’re Living

Do Your Giving While You’re Living

Legacy is commonly handled by simply listing beneficiaries in a Trust or Will without consideration to the next generation’s preparedness for wealth. ...


Preparing for Aging

Preparing for Aging

People tend to avoid conversations around aging because it is understandably uncertain and uncomfortable. Here's how to Preparing for Aging.


What I’ve Learned from Teaching Money Management to a Disorganized Teen

What I’ve Learned from Teaching Money Management to a Disorganized Teen

Teaching healthy money practices to your kids is not about hearing the correct answers from them or manufacturing the desired result.


The Power of a Paradigm Shift

Tune out the Noise

When faced with short-term noise, it is easy to lose sight of the potential long-term benefits of staying invested.


We can’t predict future market direction, we focus our energy on year-end tax planning. Here are some Year-End Planning Strategies for 2018

2018 Year-End Planning Strategies

We can’t predict future market direction, we focus our energy on year-end tax planning. Here are some Year-End Planning Strategies for 2018


Time to Go to Cash?

Time to Go to Cash? If you believe the market is going to crash there are a few things you can do to protect yourself.


Volatility. Just What the Doctor Ordered

Volatility. Just What the Doctor Ordered

Volatility. Just what the doctor ordered. Although volatility is normal it doesn’t make it any easier. But it checks us back to reality.


My 9 year old is in debt and I’m loving it

My 9 year old is in debt and I’m loving it

Teaching my 9 year old (who is in debt) lessons and principles on money management and the value of hard work and I'm loving it.


Why the dollar amount of bonds in your investment portfolio matters

Why the dollar amount of bonds in your investment portfolio matters

Here is why the dollar amount of bonds in your investment portfolio matters for retirees taking income from their investment portfolio.


Should you own International Stocks?

Spreading out your risk is a wise principle and may help you sleep better at night. Should you own international stocks?


How Much Do I Need to Retire?

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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy