Financial Advice

Keeping Your Emotions from Hurting You Financially

How much does confident optimism matter in the marketplace—for job hunters, salespeople, entrepreneurs, and investors?  That’s the subject we began exploring last week. We said that every person has a built-in emotional thermometer that measures how they’re feeling from one situation to the next.  Some “run” a higher emotional temperature. That is, they’re usually “up” […]

Keeping Your Emotions from Hurting You Financially Read More »

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

Why Performance Isn’t Always the Best Measure Read More »

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

A Saner, Simpler Life for Harried Business Owners Read More »

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

Student Loans: Smart Investment … or Big Mistake? Read More »

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

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

Scroll to Top
Speak with an Advisor