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Are you trying to decide who to hire as your new financial advisor or wondering if the one you have is acting in your best interests? With so many opinions and convincing sales pitches out there, it can feel like an impossible task. Read more

David Booth, Founder of Dimensional Funds, said that “the most important thing about an investment philosophy is that you have one you can stick with.” Read more

While retirement is often depicted as relaxing and carefree, the reality is that the financial uncertainty of leaving behind a steady salary can lead to high levels of anxiety. Read more

Over the last few years, there has been a lot of talk about what it means to be a fee-only financial advisor and a fiduciary. Read more

Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Read more

I recently met with a prospect who was looking for a second opinion. He was being offered a whole life insurance product from a well-known financial firm. Of course, he had received the standard pitch – higher returns, better tax treatment, ultimate flexibility, etc. Read more

A frequent topic of discussion with my friends and family is health. I love learning new ideas and strategies for being healthier. Sadly, implementing all the new ideas is much harder than talking about them. Read more

In today’s interest rate environment, investors (especially those in retirement) are scrambling to find ways to increase the yield of their investment portfolios. Read more

The Tootsie Roll is an iconic American candy. Who among us hasn’t experienced one of the sweet little nuggets? As a kid, they were delicious. I remember eating piles of them on Halloween or out of a piñata at a birthday party. Read more