Before you put the daunting financial concerns and issues on the summer shelf, why not head into summer on a strong note by crossing a few things off of your list of money to-do’s?
Moneylogue [mu-nē-log] (n.) blog, writing or speech about money; story in which money contributes largely to the plot, themes, and character development.
Your financial life makes an indelible mark on your personal life. It should tell a story that YOU ARE THRILLED TO LIVE.
Do you anxiously check the stock market’s rising and falling multiple times a day? You are not alone in your woeful obsession, however it might be time to quit. After all, what valuable knowledge or strategies are gained by taking your precious time to constantly check in on where the Dow, S&P or Hang SengContinue reading>
The U.S. stock market has seen a pretty good run up over the last several months. The jobs reports have been favorable and your 401(k) statement probably looks quite attractive. Smiles abound and life is good—and you’ve likely stopped avoiding the mail-man’s delivery of your monthly investment statement. In fact, you open the envelop withContinue reading>
The proliferation of Robo-Advisors bringing low priced financial services out into the market has received significant buzz over the past few years. As is customary with all new things, one must ask questions before buying into it. As a Certified Financial Planner, my question is: Does Robo Advice have true value to the average consumer?Continue reading>
Dealing with financial matters is stressful. There’s a lot to do, know, plan, and track—and there are endless decisions to be made without the benefit of sufficient knowledge and expertise. Looking for a temporary break? Take a vacation from your money. You know: Shut it down, get away, let it go… at least for aContinue reading>