People often wonder if now is the right time for them to hire a financial advisor. And if not now, then when? While almost anyone could benefit from working with a financial advisor, there are certain times in life where it really pays off to be working with one. You have a major life event happening Every major life event…
Tweets of The Week Favorite Articles Johns Hopkins: Stay the Course with Personal Finances during Pandemic – “If you’re committed to a long-term passive investing strategy (as most of us should be), my advice remains the same: Stay the course! Don’t chase speculative investments. Continue to make your regular monthly contributions to retirement plans and maintain a focus on well-diversified,…
Everyone has their own view about money. Like many things in life, the way we think about money as an adult comes in large part from the experiences we had growing up. Whether you realized it or not, watching the way your parents’ handled money and working the after-school shift had huge impacts on the way we see and use…
Tweets of The Week Favorite Articles Morgan Housel: What Always Changes – “Another is that you’re likely to let your guard down, using success as an excuse to abandon some of the paranoid focus that helped you in the first place. You’re likely to become locked into a single view, unwilling to abandon what’s worked even as the world evolves.And…
Life has changed. You went from being all on your own and only responsible for your own needs to being responsible for other people. Now, it’s all about giving the people you love the very best you can. You want to give them things you never had and allow them to experience things you only dreamed of. The problem is,…
Tweets of The Week Favorite Articles Morgan Housel: The Ugly Scramble– “To the patient investor with a ton of cash, a huge market decline requires no immediate action. And not because it doesn’t affect them – it often does – but because however it affects them can be dealt with slowly and methodically. Maybe they realize they want a more…
Managing your finances can be a hard thing to do on your own, especially when you add in complex topics like stock options, retirement planning, etc. This is why many people choose to hire a financial advisor; to make the complex feel simple. So, you finally decide to hire an advisor. But then, you start your search and immediately feel…
Tweets of The Week Favorite Articles Morgan Housel: Here We Are: 5 Stories That Got Us To Now– “One is that the lifestyle of legitimately wealthy people inflates the aspirations of lower-income families, pushing them towards funding an equivalent lifestyle that can only be achieved with ever-growing amounts of debt. This is true for everything from houses to cars to college…
78% of Americans live paycheck to paycheck. Ever wondered why? As a society, we have become so focused on what we have instead of what we have saved. Material possessions are our sign of status these days. We feel obligated to buy every new thing to keep up, as if we would be seen as less without them, and before…
Tweets of The Week Favorite Articles Morgan Housel: Here We Are: 5 Stories That Got Us To Now– “One is that the lifestyle of legitimately wealthy people inflates the aspirations of lower-income families, pushing them towards funding an equivalent lifestyle that can only be achieved with ever-growing amounts of debt. This is true for everything from houses to cars to college…