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>
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.
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>
If life were only as simple and fun as a BuzzFeed quiz, we’d be awarding ourselves with lavish titles of “hero”, “artist” or “divine spirit”. But alas, self-assessment, when it comes to your personal finances, acumen can be deeply challenging. We tend to believe we are champions of knowledge and experience, but the reality mightContinue reading>
Less is more. More is less. Financial success is all about balance, perspective, knowledge, values, and how you define what is most important to your happiness. For some, the idea of “more” holds a level of allure and enticement that will motivate their actions to make more money and surround themselves with the trappings ofContinue reading>