Blog

I panicked in March/April! Now what do I do?

Rob discusses market volatility and risk tolerance in his latest video update.

Watch Rob's latest video regarding his thoughts on the market.

No one knows what lies ahead for the planet, never mind the market, in a Shelter-in-Place, Covid-19 world, but here are a few thoughts:

No one alive can say they have lived through anything like the current hysteria surrounding Coronavirus.

The recent market volatility and pull back of roughly 15% from the peak value of the stock market, is likely NOT the start of another Great Recession.

In my 25 years in the financial advisory world, I have seen the industry evolve from one of sales people and products, to a true profession.

While there can be some similarities between investing and gambling, when done properly, investing over the long term...

I am a firm believer that good financial advisors help clients make important financial and life decisions.

 If you watch cable news channels, you’ve seen the ads. Family man, can’t sleep, working from home in a modern...

As a financial advisor, I work with clients with a range of financial strategies, and for a few, the strategy is waiting. And I’m not referring to waiting tables.

Why you might not want to use a 529 plan.   Back to school serves as a painful reminder to some parents that their kids aren’t getting any younger.  To some, this is a time to review the plans to pay for their kids’ future college tuitions.  Savings for college and perhaps using a 529 plan are all well intentioned, but sometimes I find parents should be focusing on other priorities.  Here are 3 reasons why you might NOT want to use a 529 plan to save for college

When working with couples and their money, I am often hear something like “Sorry, I know you’re not our marriage counselor.”  Though I’m certainly not trained as a couple’s therapist, I do recognize that one of the primary reasons why couples fight, or even get divorced, is over money.  I feel the role of a good financial advisor is sometimes to get both parties on the same financial page.  And, in a world of easy access to do it yourself investment p

Helping clients not only understand their behavior in terms of spending, saving, and investing but also the why

Welcome to my new blog series written specifically for this in the top 5% of income earners

The Merits of Paying a Financial Advisor to Manage Long Term Oriented, Low Cost, Index-Based Portfolios