In today’s blog: a poodle named Scarlett, offended by my investment advice, teaches us an important lesson about the biases that can hinder our financial success. A couple of weeks ago in our blog looking back over 2023, I compared the different sectors of the stock market to the many different breeds of dogs. In … Read more
When the stock market takes a dip, it’s easy to feel uncertain and anxious about your investments. While financial advisors often tell investors that this is the time to do nothing, there are actually some things you really SHOULD be doing to make the most of this situation. Consider a Roth Conversion A Roth conversion … Read more
One of the benefits of being a financial advisor is that you never have to shop for a financial advisor! But it does also uniquely position us to help you choose the right financial advisor! Why is it so hard to find a good financial advisor? The financial industry has some fundamental flaws that make … Read more
I get it. The stock market can feel terrifying. ESPECIALLY if you don’t feel confident in your financial advisor. Are they really working for YOU? Are they always making trades in your account, or never making trades in your account? Do you understand their answers when you ask them questions? If the source of your … Read more
Bank Failures The headlines are abuzz. Silicon Valley Bank failed. Signature Bank failed. The tone of the media makes us think that we should be worried. The stock market is down and consequently our investment portfolios are down so we feel a little worried. But if you’re like a lot of people, you don’t really … Read more
We typically think of money and finances as black and white, facts and figures… math. But the truth is there is no topic more “full of emotion” than money. Interacting with money is inevitable… even sitting on the couch has economic consequences. But HOW we interact with money is the result of our very personal … Read more
The financial industry is well acquainted with two fundamental attributes: fear and greed. We see them play out everyday. Fear leads to irrational selling and hoarding. Greed leads to irrational buying and hoarding. Fear and greed drive the markets. Fear grows and makes us greedy. Greed grows and makes us fearful. Believing the lie that … Read more