These simple strategies can make a big impact on your long term portfolio. Investing and finances can be overwhelming and confusing. Having so many options available, how is an investor to choose which direction to go. For those who seek to understand, it can become paralysis by analysis, where the more you study, the more…
When you read through blogs or scroll through hashtags and memes on social media, there is a recurrent theme among millennials regarding the live-for-today sentiment. Whether it’s the acronym, #YOLO (You only live once) or the older, maybe not-so-cool phrase, ‘Carpe Diem,’ we are constantly reminded that we should stop worrying about the future and…
Though it may seem daunting, investing in your future is a positive choice. Your experience doesn’t have to be intimidating; I will be happy to serve as your financial planner to help guide you through the process. There is no better time to begin than now. The earlier you can begin to save, the greater…
Although retirement may seem distant, it is important to start a strategic plan now so you are prepared when that day arrives. Timing is very important, and the sooner you start saving and investing, the sooner you can begin to focus on a life that will not require you to work. How much money do…
Early this year, Barron’s posted an article by Beverly Goodman on a program orchestrated by financial firm Dimensional Fund Advisors, led by University of Chicago economist Professor Eugene Fama. Dimensional Fund Advisors’ investment strategy is based on Fama’s early and ongoing research, and the students at this program were the financial advisors who sell its…
Long term financial goals for Millennials vs. Gen X There is a common perception among our society that Millennials have the ‘You Only Live Once (YOLO)” attitude and are risk takers in all aspects of their life. However, Millennials are anything but when it comes to their finances. According to Financial Finesse 2013 Generational Research…
As young adults, 20 and 30-year-old’s tend to procrastinate when it comes to saving for retirement, thinking they have all the time in the world.But the key is to start now. When it comes to saving for retirement, there are few better ways than a workplace plan such as a 401(K). Yet, there are a few…