Investing

4 Things I’ve learned after 20 years as a financial advisor

Should you own International Stocks?

You may be in a position where your investment portfolio is not keeping up with the Dow or S&P…

Why the dollar amount of bonds in your investment portfolio matters

Three keys to deflect questionable financial advice

Giving Mandatory IRA Distributions Directly to Charity Just Got Better

Give tax-free, allowing you to…

Investors and Soccer Moms are Alike

Sports can be emotional. When I used to watch San Diego Chargers games, I’ll admit my mood swung…

Should you change your investment strategy in a high stock market?

Sorting Financial Fact from Fiction

Financial wisdom is not about privileged information, superior…

Is your family set up to succeed or fail?

The idea of leaving a generous inheritance to your family…

Riding the ‘Trump Rally’

Whether rally or valley, just make sure to ask yourself the right questions…