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Financial Planning Commentary

Blog

Love and Money

Financial planning is certainly about money, but more importantly, it is about people and their relationship with money. Though this...
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Blog

2019 – What You Need To Know

I’m sure, by now, you’re tired of the “New Year, New You” headlines – it is already mid-January after all! ...
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Blog

You can’t win a marathon without putting a few bandaids on your nipples.

"You can’t win a marathon without putting a few bandaids on your nipples." I read that quote a few days...
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Blog

2019 – Keep Looking Forward

I want to begin by saying that a well-defined risk assessment forms the core of any good financial plan, and...
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Blog

Markets are Forward Looking

You’ve probably heard me say many times before that “Markets are forward looking,” meaning that markets move today based on...
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Blog

Should I Get Out of the Stock Market?

One of the most common questions I’ve received of late is “Should I go ahead and get out of the...
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Blog

Flashing Headlines & Investor Concerns

I am sure you’ve seen the many flashing headlines with phrases such as “Increased Investor Concern” and “Is Recession Looming?”. ...
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Blog

Essential Year End Financial Planning – Part One

This is Part 1 of the essential year end checklist you need to review to maximize your financial health in...
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Money Matters


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