10.09.17
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Eight Questions to Ask Yourself Before Investing in Anything

There’s no shortage of investment recommendations out there. Your family members have opinions. Your friend that works for that financial company has suggestions. The internet

10.06.17
spreadsheet numbers

Withdrawal Rate and What It Means for You

One of the most important factors to consider when thinking about retirement is your withdrawal rate. It comes up time and time again in articles

man peering over edge of cliff - are you ready for a stock market crash

Are You Ready for a Stock Market Crash?

I’m not in the business of predicting stock market crashes. Plenty of so-called financial experts have died on that hill and I have no intention

house for sale - what we look for when buying rental property

Nine Things We Look for When Buying Rental Property

When my husband and I bought our first rental property in 2007, we barely knew what we were doing. We saved up a large down

monarch butterfly yellow flower - the golden butterfly portfolio

Why I Chose this Controversial ‘All-Weather Portfolio’ for My Life Savings

I had a brief foray into stock market investing back in 2010. I was fresh out of college and earning my first real paycheck. I

09.11.17
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Why Employer Stock Is One of the Riskiest Investments You Can Own

I have a client who works for Apple. He’s been there for years, loves his job, makes good money, and would like to spend the

08.28.17
house for sale - is a home a good investment

Sorry, But Your Home Isn’t an ‘Investment’

“It’s the best investment I ever made!” “Why haven’t you bought a house yet? You know you’re just throwing your money away on rent, right?”

08.27.17
yellow pages phonebook

10 Financial Advisors Share the Craziest Ways Clients Have Invested Their Money

Most people who hire a financial advisor do so because they truly need the help. They may have a complicated financial or tax situation, or

investing - stacking coins

Outrageous Investing Fees You Should Never, Ever Pay

Worried about paying too much in investing fees? It might be time to take stock of your investments and their ongoing costs, then search for

tortoise - what are bonds bond investing

All About Bonds: How They Work and When to Buy Them

Stocks get most of the play when it comes to investment news, books, and articles, with bonds typically playing the role of the sidekick. But

07.24.17
stressed man working on computer

Can This Simple Mathematical Rule Minimize Investing Regret?

I recently read a great book called “Algorithms to Live By” by Brian Christian and Tom Griffiths. It’s a fascinating look into how computer scientists

07.20.17
woman worried about finances and money - 401k myths

Three Myths About Your 401(k)

With traditional pensions all but disappearing, the workplace retirement plan has become the bedrock of many people’s retirement savings strategy. Four out of five Americans

cash in a jar - types of savings accounts

Five Reasons to Consider Investing Your Emergency Fund

You probably already know that it’s important to have an emergency fund. You know, money that keeps you out of debt and on track, even when

07.03.17
gold coins on a scale - rebalancing your investments

Rebalancing: The Simple Way to Keep Your Investment Plan on Track

The best investment strategies are fairly easy to maintain. Once you’ve figured out how much to save, which accounts to use, and what your asset

06.01.17
financial advisor and clients - dol fiduciary rule

The DOL Fiduciary Rule: What Does It Mean for Your Money?

When you hire a financial advisor to help you manage your money, they’re recommending the best investments to help you achieve your financial goals, right? Well, not

05.29.17
splitting up cash from wallet - dollar cost averaging

The Truth About Dollar Cost Averaging

Dollar cost averaging is a popular investment strategy that usually gets even more popular in environments like this, where all-time market highs and political uncertainty

keys in door lock -

About to Buy a House? Put Your Credit on Lockdown

Buying a house can be both an exciting and simultaneously stressful experience. One reason the home buying process tends to be so stressful for many consumers

house with for sale sign out front - real estate

Seven Reasons to Love the House You Have

With spring in full swing and summer on its way, people are busy sprucing up their home’s outdoor areas. Perhaps you’ve cleaned out your garage,