The Intersection of Minimalism and Finance

Aug 9, 2019 | Behavioral Finance

“The Intersection of Minimalism and Finance”The idea of minimalism seems to have gained momentum over the past decade.  From personal experience, I can say it has been a rewarding and interesting journey for our family and I can see why the “movement” has gained...

New Under-The-Radar Retirement Account

Aug 2, 2019 | Retirement

“New Under-The-Radar Retirement Account”For years, the term “Roth” was held just for Individual Retirement Accounts (IRA’s).  However, the 401K and Roth IRA have birthed a beautiful child called the “Roth 401K” that a lot of companies are starting to offer to...

The Rise of Coffee Shaming for Millennials

Jul 26, 2019 | Investing

“The Rise of Coffee Shaming for Millennials”Frankly, as a millennial myself, I’m tired of hearing about how our $5 coffees are the sole culprit that is putting us behind the eight ball for purchasing a home, saving for our kids college, or being set up for...

Your Goals > Stock Market Movements

Jul 19, 2019 | Behavioral Finance, Investing

“Your Goals > Stock Market Movements”Let’s face it, the stock market can be a very scary place.  Even if the market is moving up, there seems to be constant headlines about when our next recession will be or what events will lead to a “major correction”.  On...

Robo Advisor vs. Financial Advisor

Jul 12, 2019 | Investing

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