Paying with Cash vs. Affording Payments

Blog “Paying with Cash vs. Affording Payments” America has an all-consuming culture.  Earning an income of $32,400 in the United States puts you in the top 1% of global earners, however, to earn in the top 1% in the United States you would need to pull in over...

Robo Advisor vs. Financial Advisor

Blog “Robo Advisor vs. Financial Advisor” There has been a lot of debate, especially over the last 10 years, about the “value” that a real-life financial advisor brings to a client.  During this time, the massive growth of rob-advisors such as Betterment, Ally,...

A Checklist a Decade Away from Retirement

Blog “A Checklist a Decade Away from Retirement” For many individuals, saving for retirement is not high on their priority list until those years begin to come into focus.  As you begin the count down to retirement, the pressure can mount, and nerves can start...

Why Is the Stock Market Going Up?

Blog “Why is the Stock Market Going Up?” Despite record unemployment levels and economic uncertainty that we haven’t seen since 2008, the stock market continues to rally from it’s lows in late March.  From January 1st, 2020 to March 23rd, 2020 the S&P 500...

Increasing Retirement Success with Small Tweaks

Blog “Increasing Retirement Success with Small Tweaks” The last couple of months have challenged individuals, families, businesses, and governments around the world.  While certain health experts have always cautioned against pandemics, they tend to operate like...