We’re always told to face our fears. Of course, it’s easier said than done. When we are unable to face our fears does that make us a coward? The last thing we want is for our families, friends, or even strangers to think poorly of us. After all, we have our reputation to protect, right?…
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October 29th, 2023
Face Your Fears
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September 29th, 2023
Strike! Strike! Strike!
Striking for independence. I’m not a fan of strikes or any protests if I’m being honest. Sure, I see their value and how they need to happen, but I wish there was a better way. With the technology we have today there has to be a more efficient way to negotiate. Please understand I am…
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August 30th, 2023
Where Should I Invest?
“Where should I invest” is one of the most common questions people ask me. It seems simple enough, but it’s really a loaded question. Honestly, I could lose my license by answering the question before gathering more information from a person. Ethically, and legally as I am a fiduciary, your best interest is my top…
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May 25th, 2023
When Should You Invest?
“When should I invest?” That is one of the first questions I’m asked when I tell people I am a CFP® Professional. Of course, they are asking from an economic view hoping to maximize their return on investment. Unfortunately, I cannot give them a definitive answer because I’m not a fortune teller. I’ve often wondered…
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February 25th, 2023
Stock buybacks
Why should a financial planner be concerned about stock buybacks? The only thing I don’t like about financial planning and the overall study of economics is that I must pay attention to the news, especially what’s happening in Washington, DC. As many of you already know, I loathe politics. The concept is great and I…
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December 7th, 2022
Your Financial Planning Team
Financial Planning starts with a story. The New York Rangers won the Stanley Cup in 1994. What does that have to do with financial planning? I promise we’ll get there, but first let me tell you a little story. The Rangers’ 1994 Stanley Cup run was my first exposure to hockey. Calm down, my Hurricanes…
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November 3rd, 2022
My Vote My Money
Which way should you vote to help your financial plan? Unfortunately, there’s not really a clear answer. All politicians say they have a plan or they’ll go into Congress and fight for us. We’re all supposed to drink that Kool-Aid, fill out our ballot, and wait for them to bring prosperity to our lives, right?…
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October 5th, 2022
Faith in Financial Planning
Faith in Financial Planning It has been a while, so let’s get back to the Fruits of the Spirit in Galatians 5:22-23 ESV: But the fruit of the Spirit is love, joy, peace, patience, kindness, goodness, faithfulness, gentleness, self-control; against such things there is no law. Faithfulness is another one of those words used in so many different ways that the…
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August 31st, 2022
Student Loan Forgiveness Program
Is the Student Loan Forgiveness Program a good or bad thing? Recently, President Biden announced his Student Loan Forgiveness Program. When will this start or will it even happen? Well, we don’t know. Normally, when things like this are announced, there are still many steps that must be taken before the new program becomes a…
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July 28th, 2022
When Should You invest?
When Should You invest? With so many of us taking vacations to the beach this summer, I’m hoping my next statement will start hitting home. Yes, I will continue to say it as long as I can speak. The stock market moves in waves. As you sit on the sand, watch the waves form in…
