December 23, 2022
7 Big Retirement Savings Changes: SECURE 2.0 Act
The SECURE 2.0 Act is a legislation that aims to strengthen the retirement system in the United States and improve
Read MoreDecember 7, 2022
The Role of a Financial Therapist
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish
Read MoreNovember 11, 2022
Video: Gridlock in Washington, Wall Street Goes Up
Stephen: Wow, another historic day for the stock market. We’ve got midterm elections, inflation, interest rates another packed month that
Read MoreNovember 3, 2022
Back to the Investment Basics Part 5: Patience and Personal Persistence
So far in our investment basics series, we’ve explored the history of investing; how important it is to save (so
Read MoreOctober 25, 2022
Video: Inflation Flavored COLA – Good News From The IRS and SSA
STEPHEN: Over the past year you’ve probably been hearing a lot about inflation. Generally speaking, when the cost of goods
Read MoreOctober 19, 2022
Back to the Investment Basics Part 4: Why the Price You Pay Matters
In our last piece, we described our marvelous markets, and how to account for their being both robust and random
Read MoreOctober 10, 2022
Back to the Investment Basics Part 3: Our Marvelous Stock Markets
In our last piece, we introduced the importance of saving, which is the first of five basics that have served
Read MoreSeptember 28, 2022
Back to the Investment Basics: Part 2: First Save, Then Invest
In our last post, we wrote about how recency bias can damage your investments by causing current crises to loom
Read MoreSeptember 27, 2022
Video: Fed Strikes Again – Interest Rates On The Rise
STEPHEN: The Fed just hiked interest rates again, the stock market has been under pressure, and inflation, well, what’s going
Read More