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Personal Finance for the Top 5%. Now how do you stay rich? That’s where I come in. After almost 25 years serving hundreds of clients as a Financial Advisor, I am struck by how

Balance your FOMO with your FOFO.

5 thoughts for 2023 (what follows are all my opinions based on my research, reading and experience)  

Are investors’ expectations unrealistic?

While possibly fun, a YOLO! mentality can potentially have a devastating impact on your personal finances.

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.

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.

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.

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