Your 20s and 30s are an exciting time. You’re starting to build the life you envision for yourself, or perhaps you’re still seeking out new experiences to learn more about yourself and your goals. These are years when we expect to learn and grow by exploring jobs and careers, cultural experiences, social experiences and other…
Financial differences rank among the leading causes of divorce among couples, both young and old. The statistics are alarming, but perhaps not surprising. How we handle money is not usually a topic of that comes up while we are dating. As a result most couples don’t discuss financial compatibility before saying “I do”. When the…
Time for a New Financial Plan? The market’s wild ride after the presidential election might have you wondering if a change in leadership should mean a change in your financial strategy. While no one can ever predict with certainty what will happen to the market – or even on Twitter these days – there are…
At the end of each year – and the beginning of the new one – most of us think about things we’d like to accomplish in the coming year. It’s a time we engage in self-reflection, ideas for self-improvement, and new – or ongoing – resolutions and goals. One of the most common resolutions is…
Of the many common sayings in the finance industry, the most popular is undoubtedly “buy low and sell high.” While it sounds simple enough, it’s actually significantly more complex than it seems. Not Following the Herd Buying low comes from an investment philosophy known as value investing. The basic concept of value investing is to…
Were you keeping an anxious eye on your investment accounts leading up to last nights’ election? Are you relieved they seem to be climbing again? In spite of the plunge in the futures market last night as it became apparent that Donald Trump would beat favored Hillary Clinton to become America’s 45th President, much of…
We all love to see quick results. Whether it’s career progress, a workout plan, or an investment portfolio, it’s exciting to see fast results. And it can be frustrating when progress doesn’t come quickly: when you’re not learning those guitar chords fast enough or your portfolio isn’t shooting ahead of the Dow. Achieving real progress…
We work with a lot of young professionals and because of that, we get the pleasure of seeing many of our clients progress up the ladder in their career. With this often comes more responsibility but also more money. A raise is something you should be proud of as it represents the payoff from the…
Even the richest few people in the world maintain some financially cautious habits. Warren Buffett (who, by our math, is worth more than all of the NFL’s teams combined) famously still lives in the same Omaha house he bought for $31,500 in 1958. Many of the world’s wealthiest don’t indulge in extravagance, even with billions…
For years, the Financial Industry Regulatory Authority (FINRA) has tracked American personal finance knowledge through a survey about saving habits and basic financial principles. FINRA recently released the results of its 2015 survey, which includes the fact that only 37% of those who took the survey could answer four of the five questions on a…