Financial Advice

Why Performance Isn’t Always the Best Measure

Your mutual fund got clobbered in 2023. You’re wondering if your mutual fund manager is out of sync with the times. How long do you wait before you dump him/her? Therein lies the problem with looking solely at last year’s results—they are so…last year. To fix something that’s not working, you have to analyze not […]

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A Saner, Simpler Life for Harried Business Owners

Last week we met Ron and Sharon, the couple who started a little side hustle, watched it boom into a profitable business, and then lamented how this “blessing” of a company had completely overtaken their lives.  I described three stages many business owners go through. I argued that the essence of contented simplicity is saying

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Student Loans: Smart Investment … or Big Mistake?

As a financial advisor, I’m often asked: “Are student loans a wise investment in my future…or a bad idea?” Let me offer some facts, an example, an update, and some advice. Some facts: What does all that borrowing cost? Current interest rates on federal loans range from 4.99%-7.54%. Private loan rates range from just under

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Don’t Confuse Symbolism with Substance When Trying to Save Money

As a financial advisor, I hear these complaints all the time: All of these comments reflect a faulty mindset. They are looking at the “savings problem” from the wrong end of things.  You see, it’s all but impossible to cut back when you see everything you buy as “essential.” You can waste a lot of

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Three Secrets for Finding the Career You Want

Remember Tee-ball? It was mostly about having fun. You could hit the ball three whole feet, run the wrong direction, and still get plenty of high fives—and a shiny trophy at the end of the season. Compare that to professional baseball. In the big leagues, nobody cares that your dad is one of the coaches,

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