Investment Strategies

Are your investments keeping you up at night? Many investors experience anxiety, especially during market upheavals. Your investments should be a tool that gives you peace of mind, not increased anxiety.  If your finances are causing you stress, perhaps it’s time to take a step back and ask yourself, “Why do I feel this way about money?” … Read more

Have you ever found yourself making investment decisions driven by fear or overconfidence? These common emotional stimuli can hinder your financial success. Read on to see how biases like overconfidence, confirmation bias, and loss aversion can impact your investments. More importantly, discover how you can avoid these pitfalls to make smarter,… Read more

Are you worried about securing your spouse’s future while also protecting your children’s inheritance? Balancing different family member’s needs is a common concern in estate planning, especially in blended families. Juggling the responsibilities of supporting your current spouse and children as well as children from previous marriages can feel overwhelming. Effective estate planning,… Read more

Do you often find yourself stressed about your investments? If so, you’re not alone. Many investors grapple with the anxiety of managing their portfolios. Consider strategies you can use to lower that stress. 
Understanding Market Fluctuations 
Investors who want to avoid stress frequently seek refuge in low-risk options like bank deposits,… Read more

Are you worried about outliving your money? You’re not alone. Many retirees face the daunting challenge of ensuring their savings can cover their retirement expenses. One investment tool that can help boost your income is the dividend ETF. 
Understanding Dividends and ETFs 
Exchange-Traded Funds (ETFs) are baskets of investments,… Read more

To make a meaningful difference with your charitable giving, you need more than good intentions – you need a strategy. Aligning donations with your core values not only gives you a sense of fulfillment but also ensures that your contributions have the greatest impact. Creating a philanthropic strategy helps you maximize the effectiveness of your charitable efforts. … Read more

Behavioral economist Dan Ariely noted, “The worst mistakes are the ones we let happen to us.” Often, the greatest pitfalls stem not from poor decisions, but from a lack of action.  While autopilot has a time and place, Ariely’s insight teaches that inactivity in financial oversight allows problems to fester, which can significantly impact your financial future. … Read more

Recently I spotted a parent driving with her baby not properly buckled in a car seat. The mother sat behind the steering wheel with the baby in a Snugli™*. While Snuglies are generally considered a safe method to transport an infant, it’s absolutely crazy to use one when driving! 
Unfortunately, I wasn’t able to stop the driver and give grandfatherly advice on how to safely transport a baby…. Read more

There’s a famous quote by Mike Tyson that I find particularly relevant to investing: “Everyone has a plan until they get punched in the nose.” This is the essence of what I call the “Mike Tyson Logic of Investing.” You might have a solid investment plan, but how you react when the market takes a downturn is what truly matters…. Read more