Category Archives: Portfolio Management

Investing, Portfolio Management · December 26, 2018

My Three Wishes for You in 2019…and Beyond

I am not a big believer in making New Year’s resolutions. I think it puts too much focus on making goals at a specific time of year. Most resolutions that start in January tend to be...

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Portfolio Management, Retirement · December 19, 2018

The Upside of Downsizing Today (Not Later)

For those of you nearing retirement, deciding where to live is a big consideration. Most of you intend to stay right where you are. I get it. The home you are in today is full of memories...

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Portfolio Management · November 28, 2018

A Gift That Gives Even More

As we head into the heart of the holiday season, I know many of you are focused on finding the right gift for loved ones, friends, and colleagues.

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Investing, Portfolio Management · August 29, 2018

Is Your Advisor Really Looking Out for You?

I have always said that if you are looking for the best financial advisor, just look into the mirror. You have everything it takes to manage your financial life, and there is no one more motivated to make smart decisions.

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Investing, Portfolio Management · May 10, 2017

Where to Find the Best Financial Advisor

More than nine in 10 Americans think it is important for financial advisors who dispense retirement advice to act in the clients’ best interest. And more than half of Americans think this logical assumption is in fact legally required within…

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Car Loans, Debt, Portfolio Management, Saving · January 6, 2016

Take Care of Your Family’s Financial Fears

When it comes to ranking financial fears, worrying about how your family will fare if calamity strikes is probably at the top of your list.

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Credit Cards, Portfolio Management · November 9, 2014

Beware: 2015 Prime Time for Credit Card Rates to Rise

You know how much I hate credit card debt, given the astronomical interest rates you are stuck paying. Though the average is around 14% I know plenty of you pay more than 20% interest. And next year could be even…

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