Reviewing your investment portfolio In the past weeks, we have seen some wild fluctuations in the stock market. Oil prices briefly dropping to negatives, […]
Traditional vs. Roth IRA – which is best? Clients often ask us whether they should contribute each year to a Roth— either a Roth IRA or a Roth […]
The SECURE Act: how it affects retirement plans The SECURE ACT, which passed the House and Senate, was signed into law by President Trump on December 20, 2019. […]
What is loss-aversion bias? Here’s some examples to help explain what loss-aversion bias is; chances are, you’ve experienced one of the following scenarios at […]
Staying true to financial plans in turbulent times Why is it — that when we are referring to the city just south of Jacksonville on Florida’s Atlantic coast […]
Socially responsible and green investing: a primer Restaurant menus are the worst nowadays — the calories are posted right there in your face! The salad can have […]
The upside of being wrong One of the things I love to read online (usually on Twitter) is when people admit that they have been […]
The value of personal financial planning As I write this blog, I sit in front of the Federal Building in Washington DC. I’m about to start […]
Partnership Matters in Life, Finance, and Our Communities How do you define partnership? Partnering is a process in which parties agree to cooperate to achieve a common goal […]
Analysis paralysis, dieting, and dollars I have set out this summer to lose the extra “baby” weight that I gained during my wife’s pregnancy. Yes, […]
