A Solid Home Needs a Solid Foundation

A Solid Home Needs a Solid Foundation

No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It takes time, patience, discipline, and accountability. As with building a home, financial success starts with a good plan and a solid foundation. Many investors make a couple of key mistakes – starting [...]
8 Steps to Becoming Financially Organized

8 Steps to Becoming Financially Organized

At the beginning of the year, many of us set New Year’s resolutions and goals. When it comes to creating these resolutions, some people vow to be more organized with their finances, but only a few are willing to do the work it takes to achieve this goal. According to Huffington Post, only 8% of [...]
Thank You, Senator Roth

Thank You, Senator Roth

Mirror, mirror on the wall, what’s the future tax rate for them all? No one quite knows how much their tax rate on retirement assets will be over a possible 30-year retirement. What we do know is the term “tax-free” means 0%. As far as I can tell, you can’t raise that! With the Tax [...]
The Emotional Roller Coaster of Investing

The Emotional Roller Coaster of Investing

“The market hates uncertainty” has been a common enough saying in recent years (even by me), but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable condition of existence. As individuals, we can feel more or less uncertain, but that [...]
Take a Cue from Soccer on Recent Market Volatility

Take a Cue from Soccer on Recent Market Volatility

As of yesterday’s close, U.S. stocks have fallen over 10% from their peak in late January (officially in “correction” territory). Given the smooth ride the market gave us in 2017, this recent volatility has spooked investors and have led many to feel compelled to “do something” about this downturn. This emotional response is normal In [...]