June 27, 2022

How will a recession impact my portfolio?

Are you nervous about the possibility of a recession? This short video breaks down historical data on recessions and provides insight on how to prepare. If you find the video to be helpful please give it a like and a share... and as always, if you have any questions about your portfolio, I'm happy to […]

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May 23, 2022

How to enjoy travel more (hint: take your time with this)

Did you know planning your next vacation can make you happier than actually taking it?1 That’s not because you fixate on your itinerary or plan out every minute of your trip. Planning a vacation can be really enjoyable for other reasons. One is that we get to talk to others about our travel plans and […]

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March 5, 2022

Pop quiz: how much do you know about bear & bull markets?

Pop quiz! For a bear market to begin, do stock prices have to fall by 10%, 15%, or 20% from a recent high? Do you know the answer off the top of your head? If you said 20%, you’re right!1 Drops of 10% to 19.9% are market corrections.1 On the other hand, a new bull […]

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February 26, 2022

What finance lessons should you know at every stage in life?

What's the hardest lesson you've ever had to learn about money? What’s the most powerful one? For many folks, these lessons come from hard-earned experience.1 They aren’t taught in a classroom. Instead, many folks go to the school of hard knocks. It’s the learn-as-you-go way to understanding personal finance.1 And those lessons we pick up can shape […]

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February 18, 2022

How to Improve Your Haggling Game

What’s the biggest mistake you’ve made negotiating? What did you lose? What did you learn? We’ve all lost a negotiation at one point or another. That’s because negotiating isn’t natural for most of us. It requires several complex skills — listening actively, asking good questions, and knowing when to walk away.1 Those skills can take […]

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October 7, 2021

Storms ahead? What you need to know

The stock market got a little crazy last week. Is a storm coming? Let's take a look at what's driving markets right now. (Scroll to the end if you just want my takeaways.) A few things are driving the market volatility: Fears of a financial crisis in China. China's overheated real estate bubble is starting […]

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September 23, 2021

Retired life has changed in 10 years (why that matters)

A lot can change in 10 years.  Retirement is no exception.  In fact, folks retiring today are facing a different-looking retirement than those who retired a mere decade ago.1 What’s changed? Many things. For one, today’s retirees are living longer.2 These days, the average life expectancy is ~79 years, and many folks live longer than […]

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September 15, 2021

What to do if you want to be happier in retirement

Should you expect life to be better in retirement? Not according to roughly 1 in 5 folks.1 They think their golden years are worse than they expected.1 And they’re feeling anxious, lonely, depressed, and isolated in retired life.2 But it doesn’t have to be that way. Not for folks who want to break the mold and […]

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September 9, 2021

Breaking the retirement mold?

What’s the best age to retire at? How do you know when it’s the right time to retire? We often spend a lot of time pondering those questions. And we tend to confine our thinking to the financial side of things.1 How much do we need to retire and how far will our money go […]

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July 28, 2021

How the Markets Performed Last Quarter

What do you need to know about how markets performed last quarter (and what could happen this quarter)? We broke down what you need to know about markets and the economy into a five-minute read. Click here to check it out. Keeping up with markets and the economy is a big part of my job, […]

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