I grew up playing baseball, and it was common advice that I needed to hear, “Don’t swing for the fences.” When trying to hit a homerun, you end up taking your eye off the ball, and usually miss hitting the ball entirely. In investing, there is similar wisdom. Yes, it’s alluring to find an investment…

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Some clients check their portfolios weekly. Others might only check it once or twice a year. Whenever you look at your performance, you’re really asking yourself: “How I am doing RELATIVE to some other benchmark?“ For example, if the Dow Jones Industrial Average is up 10% and your portfolio is also up 10%, you would…

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  Are you a millennial? Retirement is probably the last thing you are thinking about. People in their 20s and 30s “go through more life transitions than at any other age – you’re getting out of college, you’re graduating, you’re getting a job, you’re changing jobs, maybe you’re starting a business, you’re getting married, you…

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