How Patience Can Lead to Investment Success

“He that can have patience can have what he will.” ― Benjamin Franklin   With stock markets exhibiting volatility this year, many investors have found it difficult to weather the ups…

How Couples Can Create a Realistic Budget

My wife and I agree on most things, but when it comes to putting together a monthly budget, it can be a challenge. Our financial styles are different, one being…

Time Is on Your Side

In the last year, clients have been concerned about how the pandemic would affect their portfolio and wondered whether to stay in the market or bail. As I discussed this…

Robo-Advisor vs Human Advisor

In recent years, robo-advisors have grown in popularity as a low-cost investment tool. Based on your answers to an online questionnaire looking at your risk tolerance, time horizon etc., robo-advisors…

Patience Is Important During The Ukraine Crisis

As you are undoubtably aware, the Russian invasion of Ukraine has continued to intensify with no end in sight. Russia’s apparent goal has gone from occupying a couple of relatively small…

Budgeting while Adulting

My son recently graduated and is starting his first professional job. After years of being a college student, he feels flush. As he begins to establish his new adult life,…

Diversification is Critical for a Successful Retirement

One of my favorite clients decided to follow his dream and open a sports equipment shop before most people knew about Amazon and the power of the internet.  Excited to…

How To Become a Millionaire

For most people being a millionaire sounds like the life of the rich and famous. However, most millionaires are not famous, and they didn’t inherit their wealth. They didn’t win…

Turn New Year Resolutions into New Year Goals

The meaning of resolution is “a firm decision to do or not to do something.” The key words are “firm decision”. If you make a firm decision about something then…

How to win the retirement game

With high inflation and increasing interest rates over the last year, relying on a portfolio consisting mainly of fixed income has made it difficult to maintain one’s spending power. If…

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