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Saving for retirement is a lifelong process that unfolds through various stages. While the steps may differ based on individual circumstances, a general framework can be outlined. Each stage...

Given the recent reports of bank failures, there is a growing concern among individuals regarding the safety of their investments in the event of a brokerage company collapse. 

It’s...

The year 2022 was certainly challenging for investors. For the first time since 1969, the values of both stocks and bonds logged a negative return. 

Here’s a quick snapshot of the 2022...

How do you know when you’ve saved enough to retire?

If you do a quick online search for the term “can I retire with”, you’ll see thousands of search results for “can...

Could we be nearing the end of the bear market?

Based on the average, yes.

But that doesn’t always mean clear sailing ahead.

If fact, it could mean the opposite.

In this client video, I cover...

There are some very simple rules of thumb that you can use to help make sure your savings will last throughout your retirement. In this video, I talk about three of these rules that I see most...

A beneficiary designation seems straightforward at first glance: Just fill out a form naming the people you wish to inherit your account in the event that you pass away.

Seems simple enough, right?...

Here are the three steps that I think every investor ought to be taking right now to make sure you have a portfolio comeback plan.

In this new client video, I address the 5 questions I’m asked about bear markets.

If you’ve been watching the news (or the balances of your accounts), it’s no secret that this year hasn’t been kind to your account value.

While markets like these are a natural,...

When we get into market declines like these the thought that’s in the back of all of our minds is, “Is this the start of something bigger?” Is this the beginning stages of the...

A quick warning for tax season: For the second time this year, I’ve seen a 1099 that was incorrect. In both cases, this would have meant that my client would have paid higher taxes AND higher...