"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...

Recently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...

There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...

What happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.

How quickly can an investment portfolio's performance change? This client's story will surprise you!

Yes, quite literally! It's a well established principle in psychology that complexity contributes to mental illness. As we voluntarily...

Read the things I did as well as avoided on my savings journey.