People often ask me what I think of financial books written by TV and radio personalities such as Dave Ramsey, Clark Howard, and Suze Orman. Usually, what these folks really want to know is, “What steps should I take to reach true financial freedom and independence?” If you’ve ever wondered the answer to that question… (Read More)
12 Questions to Ask a Financial Advisor
Are you thinking about hiring a financial advisor, but aren’t sure what questions to ask them to see whether or not it’s a good fit? Or are you curious if your current advisor is still a good fit for your individual situation? If you answered, “Yes,” to either of those questions, then you should definitely… (Read More)
Quarterly Market Review – First Quarter 2015
By and large, the most recent quarter was filled with plenty of good news for investors, with high U.S. job growth, household wealth at an all-time high, and inflation well below the Fed’s two-percent target. To see how the global capital markets and major asset classes fared in the first quarter of 2015, check out… (Read More)
Why I Love the “F” Word
There are some words in my vocabulary that most people in my profession hate to use. The “f” word comes to mind as one such word. Most advisors I know hate the “f” word, but I love it! I use it all the time… At home… In my office… At a restaurant… Everywhere! Here’s why… (Read More)