Inspirational

An important part of a balanced financial plan is generosity. Regardless of your background, religion, or net worth, sharing what we have with others is healthy. This 60 Minutes segment had a big impact on me (it’s worth the read or watching the 13 minute video). We’ve all been negatively impacted by COVID, but some…

I love the hope, optimism, and resilience that was displayed as America rang in the New Year! It’s these characteristics that enable us to rise above many different challenges. That said, things didn’t change overnight, and we don’t know what this year will hold. In meeting with clients, I began thinking about what we can…

It’s Thanksgiving so I can’t help myself. Gratitude is medicine. Gratitude combats entitlement. Gratitude changes our perspective. Here’s how we can practice this week: Take a moment right now and write down 10 things you’re grateful for (I just did) Invite your family, kids, or friends to share 3 things they are grateful for during…

According to a study from Sleep Junkie, 60% of workers who log 50-59 hours per week reported feeling overworked. More than 75% of those who work 60 hours or more said the same. Time, or not having enough of it, is the heart of the issue for overworked Americans. You may be working more to…

I recently heard someone say “don’t measure success or failure by the outcome but by the wisdom of your decision that led to that outcome.” Said another way: we can not control the outcome, but we CAN make wise decisions with the information we have available to us. This principle makes perfect sense, but it…

You are in your 20s. Oh the age where you just graduated from college, are starting to earn a paycheck, and living on your own. While the novelty and newfound freedom is fun, make sure to avoid these pitfalls in your 20s: Spending more than you make Using credit cards and not paying them off…

On November 3rd, millions of Americans will cast their vote for the next President of the United States. See below for the hypothetical growth of wealth for an investor who put $1 in the S&P 500 Index in January 1926. The chart lays out the political party of the President in office; red denotes a…

We learn like crazy when things get hard. We grow when we overcome obstacles. We get stronger when we push beyond our comfort zone. We naturally seek comfort and avoid pain yet we are drawn to the beauty that struggle produces… Diamonds are formed only after intense pressure and heat Butterflies emerge after the strain…

Meditate Set goals Read daily Judge less Eat healthy Love yourself Wake up early Start a journal Quit a bad habit Ask for feedback Learn a new skill Believe in yourself Start a new routine Plan a new strategy Learn how to invest Don’t make excuses Stop procrastinating Review your finances IG source: @marketingmentor.in

When asked what my wife’s pet peeve is about me, she will quickly respond with “he wants to discuss our finances too often!” I THINK I’ve gotten better over the years, but I’ll have to ask again! I came up with a saying that I share with my clients…“In order to make money a non-issue,…

20 Second Advisor: The Unequal Recession

20 Second Advisor: Hope Is Not a Strategy

20 Second Advisor: Practice Gratitude

20 Second Advisor: Does working more alleviate your problems?

20 Second Advisor: The Outcome Isn’t Important

20 Second Advisor: 20 year-old money mistakes

20 Second Advisor: How will the upcoming election impact the market?

20 Second Advisor: The Beauty in Struggle

20 Second Advisor: How to improve

20 Second Advisor: Pet Peeve About Your Spouse?