What’s On Your 2020 Summer Checklist?

The first 3 months of the year has seen its share of victories and challenges. As many of us begin to settle into the “New Normal” following the global COVID-19 pandemic, you might be asking the question “Am I still on track to reach my financial goals?” Whether you’re already in retirement or just started […]

It’s Okay, Not To Be Okay!

So, I’m going to take a wild guess and assume that if you’re reading this then you’re a human being.  With the advancements in technology these days, you can never be certain.  As humans we have the ability to think, reason, have feelings, emotions, and communicate. Guess what! I’m human too.  So that puts on […]

A Simple Yet Difficult Truth

So, I thought that with the current events that are surrounding us today, it would be a good time to revisit an idea that I wrote about last Spring (2019).  As we sit today, April 3rd, 2020, we are in the midst of the worst health crisis to date.  Even through this time, a Simple […]

How To Keep Calm When The Markets Aren’t

When the Media is eliciting fear and volatility in the markets seems greater than usual, the best thing for investors to do is to take a step back and revisit a few questions.  Revisiting these questions can be a powerful cure to making knee-jerk reactions or irrational decisions. “Why am I investing?”  Many people confuse […]

Coronavirus Making Wall St. Sick?

2020 has its first of maybe several surprises of the year, The Coronavirus.   This is a great time to evaluate what we know, don’t know and what we have control over.  These steps can help us in our decision making. The virus itself is just at its beginning and we don’t know just how much […]

Being Lucky Isn’t A Plan

“In my experience, there’s no such thing as luck.” – Obi Won Kenobi, Star Wars Ep. 4 “A New Hope” In April of 2019, a single bet on Tiger Woods winning the Masters resulted in a $1.2 million payout.  The person who placed this bet was not a wealthy individual or someone who was a professional […]