I was fortunate enough to be invited on the inaugural episode of Investing Forward with my friend Linda Rogers, to discuss ESG investing trends. It's a great episode, give it a listen! ... See MoreSee Less
ESG investing strategies proved resilient during the covid-19 correction. While we can not put too much weight into short-term performance, this is the first time so many ESG funds have been put to th...
Did you know that 1 in 3 Americans blow their inheritance? If you think about it, it shouldn't be a big surprise.
An inheritance is unlike any other financial transaction. We didn't earn it, so, frequently, it either feels like play money that we don't need to save, or we don't feel we deserve it and are paralyzed with fear about not being good stewards.
When receiving a windfall like this, it's best to take your time to make any decisions and it's a great time to ask for help. ... See MoreSee Less
The coronavirus-driven bear market, and likely recession, will hit retirees and those nearing retirement hard. The decisions you make next about how to retire, when to claim Social Security, and how to draw income will give you either a “green” or “red” light on retirement. Take control of your retirement and give yourself the “green light” by downloading this free guide. Worried about what’s going on and want advice now? We save a few appointments each week — grab one by calling (907) 339-1555 or (253) 617-1635. ... See MoreSee Less
Hey, this is a bit of a solemn and serious video today. First of all, my heart goes out to all of those communities, families, people that are battling with Coronavirus. Just like our physical health,...
The S&P 500 is 2,922 today. Just over a year ago, we would've called this an all-time market high and been happy about it.
How are you feeling about it today?
The truth is, if you have a good financial plan in place, what the market is doing today shouldn't have ANY impact on how you feel. Financial news (this post included) is clickbait that is designed to get you to take action when you shouldn't be deviating from your plan at all!