Hiring a financial advisor is a pretty big decision. This may be the first time that you are allowing someone else into such a private part of your life. You are looking for someone who is trustworthy, knowledgeable, experienced, empathetic, and someone who shares similar values with you — so how do you go about figuring out if this person…
One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…
What is a HENRY? Alright, I know what you are thinking just from the title. “What in the world is a ‘HENRY’? Well, HENRY stands for “High Earner But Not Rich Yet”. It refers to people in their first half of their working careers that are making substantial incomes, somewhere between $100,000-$500,000 spending on where they live, but have minimal…
As you can tell by the title, this is not another post about the election or how the election will impact your portfolio. Honestly, there will be plenty of those posts being published today, but the truth of the matter is that no one knows what’s going to happen to the markets after the election, even if some people pretend…
Most people struggle with the basics when it comes to their goals. We all know that person who says year after year they are going to get in shape. The first thing they’ll do is go out and buy every supplement known to man, but then can never get themselves to follow through on the basics of going to the…
It’s commonplace today to hear people say investing is just gambling on the stock market. If I’m being honest here, it irks me every time I hear these two words interchanged because of just how different they are. Gambling is all about the short-term and trying to beat the odds. Investing is about playing the long game and building wealth…
Saving is essential to creating a strong financial framework for yourself. There is honestly no way around it. However, you do have a choice on where you save. There are a variety of options that exist so in this blog post we are going to discuss some of the most popular options you have, the pros and cons of each,…
Tweets of The Week Favorite Articles Anthony Isola: A Double Tap Of Retirement Misery “Lower-income Americans are facing a retirement crisis of tsunami-like proportions. Most of the benefits are going to the top decile of workers, while a considerable portion of employees struggles to pay their daily bills. Their children are in a similar boat. Without an education, they will…
Aside from bragging about investing right at the dip in March, refinancing your mortgage is one of the hottest topics in the personal finance world. Interest rates have dropped drastically over the past couple of years, so it only makes sense to talk about refinancing when it can benefit so many people. So what does it mean to refinance your…
As humans, we all go through struggles. It seems as if anxiety and depression are rooted in everyone’s DNA, but especially the younger generations’. According to CNBC, Millennials are three times more likely to experience symptoms of anxiety than baby boomers and Gen-Zers were four times more likely. Whether this is because of social media, our phones, finances, or this…