Of Messages and Messengers Finally, finally — 30 years after its release — I plunked down (figuratively) my $1.99 to watch Clint Eastwood direct […]
The overconfidence effect and investing A couple of years ago, my friends called me up. Like good friends do, they told me that I was […]
The benefits of reliable income in a down market There are many different types of investments that seek reliable income, including annuities. Most annuities are intended to provide income that is […]
Why Roth IRAs make great financial sense In my experience, Roth IRAs and Roth 401ks are vastly underutilized, even though they make great financial sense and are […]
Getting through a career transition Life is about transitions. We graduate from high school and perhaps go to college, join the military or learn a […]
Your New Year financial checklist Before 2019 comes to a close, it’s a good time to run through a financial checklist before the New Year. […]
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 […]
Planning for post-retirement Have you ever noticed how anti-climactic birthdays can be? The slow build-up all year long, only to eventually turn the […]
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 […]
ESG: Environmental, Social and Governance Investing It’s a good idea to be conscious of the environment and value social responsibility. Your portfolio can be invested in […]
How Technology has Changed the Markets As a Financial Advisor, I can’t usually make any promises. But there is one thing about this industry that remains […]
