If I Had to Recommend One Book About Money
If you wish to improve your financial life or enjoy well-written books then I would recommend taking the time to read “The Psychology Of Money”.
CARES Act | Corona Virus | COVID-19 | Economics | Financial Advisor | Financial Planning | Market Commentary
Quarter in Charts – Q1 2020
From an economic and investment perspective, saying that the first quarter (particularly March), was without precedent is an understatement. Investors experienced the fastest bear market (from Peak to -20%) ever recorded in US stocks. But it wasn’t just down days that we experienced; we had plenty of dramatic positive days as well. As Nick Maggiulli…
Behavioral Finance | Corona Virus | COVID-19 | Financial Advisor | Financial Planning | Planning Tips
Three Financial Planning Strategies During a Down Market
I remember the first time I had the wind knocked out of me. The day was unseasonably warm, and I was 8, lying in my dad’s arms in a hammock. I started to doze off and rolled out of the hammock, falling back-first onto the Mexican tile. I remember gasping for air, but I had…
When Does Buying A Home Not Make Sense?
For most, owning a home is one of the next big steps after college. A few years pass and you’re either earning more money or starting a family and you roll your equity into a bigger house. However, after the real estate market took a hit in ’08/’09 people have started questioning this age-old wisdom…
A Step by Step Guide to Having a Family Money Talk
If you’re not already there, it’ll happen to you soon. You’ll need to have a Family Money Talk. Maybe you’re in your 20s asking your parents how much they could pay for a wedding. Or you could be in your 40s talking to your kids about their college choices. Our most frequent case, the one…
Annual Financial Checklist (May through August)
This is the second in our three part Annual Financial Checklist series. While not exhaustive, it will help you to continue to think proactively about stacking the odds for financial success in your favor. See our previous “January through April Checklist” for more ideas. May Look into College Scholarships: If you have a child in…
How Do I Find the Right Financial Advisor?
Between the TV ads, recommendations from friends, and the "nice man at church" it is hard to figure out how to find the right financial advisor. Below are our suggested links to independent research on where to start your search, what you should be looking for, and which questions to ask. Not surprisingly, we think the...