Money FAQ’s: Personal Finance 101

Unless personal finance is a subject on which you devote significant time reading and learning, you likely have questions. As a Certified Financial Planner, I’ve been answering questions for a long time—some questions come up more frequently than others. Following are some of the most frequently asked questions about personal finance. Perhaps these questions are… Continue reading>

When It Comes to Financial Planning, Should You Be Active or Passive?

I sensed an admonishment looming. “While I know I should leave my electric toothbrush in one place, I routinely move it around my mouth,” I admitted to the dental hygienist. She looked at me sorrowfully—the admonishment arrived as expected. She then told me I am doing my gums and teeth no amount of good by… Continue reading>

The Dow Jones Hit 20,000. Now What?

The Dow Jones Industrial Average hit 20,000. The aftermath was a barrage of media stories—some encouraging, others less optimistic. The positive stories prompted investors to buy more equities in expectation of more future gain; the cynics foretold the forthcoming correction with a warning: Get out of stocks. The one common theme all the articles share… Continue reading>