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Investment Planning

The Financial Checklist for Your 50s: A Three Part Series

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This article is the first in a three-part series designed to help you prepare for retirement during one of the most important decades of your financial life.

In Part 1, we’ll focus on building the financial foundation—your retirement income, spending, savings, and investments.

In Part 2, we’ll tackle taxes, Social Security, estate planning, and long-term care.

In Part 3, we’ll cover insurance, family conversations, finding purpose in retirement, and choosing the right financial advisor.

How to Manage Your Portfolio Without Paying High Commissions

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Middle-age woman managing her investment portfolio

Hint: You Don’t Need to Overpay for Advice to Get Exceptional Service Over the years, I’ve met a lot of smart, successful people who—when it comes to investing—aren’t quite sure what they’re paying for. They know they have a financial advisor.They know they’re invested in “something.”They know their investment portfolio is being managed.But when it … Read more

Financial Planning for the Next Generation: What to Do With Your $1M+ Portfolio

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A multi-generational family considering financial planning for their legacy

Because building wealth is one thing. Knowing what to do with it? That’s where the real work—and reward—begins. There’s a moment that happens when your net worth quietly crosses that seven-figure mark. It doesn’t always come with fireworks or a champagne toast. Sometimes it sneaks up after years of disciplined saving, good decisions, and a … Read more

Rearview Investing: The Hidden Cost of Chasing Returns

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You can’t drive your financial future by staring at the past. Picture this: You’re at a dinner party. Someone’s bragging about how they made a killing on [insert trendy investment of the year]—and suddenly your own strategy feels… underwhelming. Should you have jumped in on that trend? Are you being too cautious? Is your portfolio … Read more

Smart Investment Strategies for High-Net-Worth Millennials

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A high-net-worth millennial discussing investment strategies with his financial advisor

Because building wealth is only half the goal—the other half is making it matter. If you’re a millennial with a million-dollar investment portfolio (or on your way there), congrats. You’ve done something rare and remarkable—and odds are, you didn’t get there by accident. Maybe you built a business, crushed it in tech, or inherited wealth … Read more

Investor Biases: The Poodle Principle

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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

Don’t just stand there, DO something! What to do in a market downturn.

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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