Platforms like Robinhood have made individual stock trading wildly popular in the last couple of […]
What IS a Stock?
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Why do Stocks Matter in a Portfolio?
CNBC had an interesting article (available HERE) that headlines The wealthiest 10% of Americans own […]
Financial Literacy Test!
I saw a report on financial literacy in America that was a bit embarrassing. So […]
Alternative Investments
What is an alternative investment? This term simply refers to an investment or asset that […]
A Post for Valentines Day
Valentines Day isn’t commonly used as an opportunity for a financial adviser (or really anyone […]
Merry Christmas and a Happy New Year!
As this year comes to a close, I wanted to take a moment to thank […]
What to Do with a Lump Sum
There are two primary ways we receive money during our accumulation years: earned income or […]
How to Retire Early
The million dollar question these days is: “how do I retire early?” Ironically this question […]
The 2 Worst Financial Mistakes Everyone Makes
Finance is often considered a taboo topic in our culture; we don’t like to talk […]
All About That Opportunity Cost
What is opportunity cost? I get asked this all the time. Just kidding, nobody asks […]