You’re a financial planner, so you just help people pick investments, right?

Wrong. I’ve gotten this question more times that I can count, and though it may not be verbatim as the title, the questions/comments come in all forms (‘I received my bonus yesterday, which stock should I buy” or ‘Wow the market really took a dive, which stocks are poised to go up the most?” or “I’ve been watching Dave Portnoy …

Understanding the Difference Between Mutual Funds and ETF’s

In the world of investing, I can think of very few things that come to mind that could be described as ‘simple’. I could make the argument that the nature of investments and investing is overly complicated and marketed in a way to sway you into thinking that you need to hire a portfolio ‘expert’ if you want to be …

Sequence of Returns Risk Video

Sequence of Returns is a little known risk to your retirement sustainability, particularly in the beginning years of retirement. Learn some strategies which can help mitigate this risk.

Why ‘When’ Can Be More Important Than ‘How Much’ in Retirement

You’ve been good. You’ve scrimped and saved and saved some more and are nearing the much anticipated life transition known as retirement. With ample time, travel plans, and the feeling of freedom, who wouldn’t be excited? However, lurking in the background is one of the more disruptive and less known about risk factors which can significantly impact your retirement sustainability. …

Eliminate the Noise and Focus on What You Can Control

We have heard this concept for years, and while in theory this seems very simple, it is quite difficult in practice. Think about these past few weeks, where a large number of schools and businesses have moved to remote operations, rendering us confined to our home. With nowhere to go, we find ourselves watching the news and scrolling through social …

Coronavirus and Your Investments: Why you Shouldn’t Care

The hysteria surrounding Coronavirus has been populated across our TV’s and news feeds for the past few months, and understandably so. There is currently no vaccine for the virus, and the number of people being infected and dying is increasing every day. The mere fact that there are a lot of unknowns leads to speculation, which can lead to panic. …