Nov 20, 2020 | Behavioral Finance, Investing, Retirement
Blog “SECURE Act 2.0 – What it Means” In December 2019 Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This was a bi-partisan bill designed to help Americans’ in preparation for their retirement years. Some...
Nov 5, 2020 | Behavioral Finance, Coronavirus, Investing
Blog “Your Goals > Stock Market Movements” Given all of the uncertainty surrounding this election week, I thought it was an important reminder that our personal (and long-term) financial goals are more important than short term stock movements. The...
Oct 23, 2020 | Behavioral Finance, Investing
Blog “How is my Credit Score Calculated?” Many people live and die by their credit score and do everything humanly possible to improve it. Others take a more passive approach by ensuring they pay off their credit card every month and trust they will be...
Oct 16, 2020 | Behavioral Finance, Investing
Blog “Don’t Live with Election Fear” It seems to be all we hear about anymore. What will November 3rd, 2020 produce for the next president of the United States? Truthfully, with the amount of mail in ballots expected in this election, we may not know on...
Sep 25, 2020 | Behavioral Finance, Investing
Blog “Investment Themes for the Next Decade” Let’s face it, 2020 has been a difficult year for so many. Whether it was the Australian wildfires, the killer hornets, the California fires, or the COVID pandemic, we have had our fair share of tumultuous events. ...
Sep 4, 2020 | Behavioral Finance, Investing
Blog “4 Exercises for Better Money Habits” Do you ever find yourself wishing you had better money habits, but you just can’t seem to change your day-to-day actions? Here’s the good news: It is absolutely within your control to transform your habits and become...
