We are counting down the final weeks of our Investment Series! Thank you for tuning in again this week as we talk about staying the course when all the noise around us may seem to be telling us otherwise. If you are just joining us for the first time, or want to brush up on the prior weeks of …
Blog Archive
Tax Impact on Investment Choice
Welcome back to another week of our Investment Series. So far we have covered a lot of ground on the core concepts of understanding what our investments do, what we need to consider over the long term, and what we can expect in terms of our experience as investors. This week, we are …
Investment Rebalancing, Made Simple
Where has the time gone!? We are already in Week 4 of our Blog Series on Investing! And as of last Wednesday, it is officially fall! This week we are diving into the concept of rebalancing our investments, which is a great topic to follow up on last week’s talk about risk. If you are just …
Risk Tolerance and Investing
Welcome to Week 3 of our 7 part educational series on investments and investing concepts. Last week, we covered the fundamentals of the 4 Most Common Investment Vehicles we see in our investment accounts. If you’re just joining us for the first time, you can catch up on the first couple …
4 Common Investment Choices
Welcome to Week 2 of our investment series! This week is all about understanding the different types of investment choices we have when picking how we will invest our money. Getting started with investing is a big step, and breaking down the key distinguishing features of the terms you will …
Why do we invest?
Investing and investment-related questions are usually the first kind of questions I get when I tell people I am a financial planner. With this being the case, I figured investing was as good of a place as any to start with the upcoming educational series here on my blog. Over the next month …
Finding Calm In The Storm
We’ve all been there. Whether it’s facing a rough stretch in life, or quite literally witnessing a storm outside going around us, these events can be somewhat unpredictable while being quite an inconvenience at the same time. Maybe it is an exciting trip or event you were hoping to go to, but …
How much money changes life?
This week’s blog came from a combination of a thought I had a couple of weekends ago, along with some good ol’ fashioned Twitter debate I saw last week. I would really love to hear your thoughts before and after you read this week’s blog. Feel free to share your responses with me, at my email, …
Financial Success vs Financial Achievement
One of the biggest factors we face in our effort towards financial independence is separating what our definition of success is, from what those outside of our life may view as achievement. In this blog, I am going to cover what the difference between financial “success” and financial …
When “don’t delay”, is ok.
It’s ok, to not always delay. We live in a culture that is constantly saying “in so many years, you’ll be able to do this”. Whether it is going to college for 4 years and then being able to work in your dream job, stick out that job for 10 years so you can be promoted to what you really want …
