Don’t Pay Attention to the Weather

Last week a client said he knows we pay attention to the climate and not the weather, but he still wanted our take on what he should do with his investment portfolio right now. It’s a great line “pay attention to the climate and not the weather.” And it’s true. We don’t much care if … Read more

Why Do Houses Cost So Much?

We often received questions about why housing costs are so high. This issue comes from people in different situations; first-time home buyers, people wanting to move up and people looking to sell and realizing it’s hard to find a new home. Let’s look at home prices and see if we can shed some light on … Read more

What’s a Good Rate of Return?

Someone asked me this question recently while I was attending a community event. Some people ask questions like this when they find out what I do for a living. It’s always difficult to find an answer for a question like this. On the one hand, the person may be genuinely curious about how their retirement … Read more

Most Common Money Mistakes

According to a study done by Capital One in 2019, many Americans are stressed out about their personal finances. The study found: 77% of participants reported feeling anxious about their financial situation 58% feeling that finances control their lives 43% feel fatigued about their finances. What money mistakes are people making that trigger these feelings? … Read more

We get this question often these days and a quick Google search of the question “will the stock market crash” provided 416 million results in ½ second. It seems to be a popular question. The short answer is “I don’t know, and no one knows.” Sorry to burst your bubble if you thought I had … Read more

One Key Retirement Planning Idea for Each Decade

Retirement planning doesn’t start when you’re 50 or older or if you’re within five years of retirement. Effective retirement planning needs to be done each decade. However, the tactic you use vary by age. 20’s Save early and save often. The magic of compounding interest is most powerful the younger you are. A dollar saved … Read more

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