Basic investment advice will often tell you that owning a broad US index fund — such as one that tracks …

This week’s blog post describes what I believe is the core of an intelligent long-term investment strategy. If you’d like …

Overview of Investment Risks Investing comes with a lot of risks. When you consider the different types of risks that …

First things first: is there a bubble? According to Investopedia, during a bubble, “assets typically trade at a price, or …

Opening Commentary  As you know, the Reflective Wealth Global Growth strategy (RWGG) is designed with a long-term focus on growth. …

Using Debt to Maximize Wellbeing We all want to maximize the quality of our lives, right?   And while money …

What is Values-Based Financial Planning?   Traditionally, financial planning has been centered around maximizing the zeros in a …

Historical stock market returns during election years   Many people think that election years can have a big impact …

The US labor shortage that isn’t going away   I believe the most pressing economic issue our country …

Small businesses are the bedrock of the American economy   In the United States, we’re free to do whatever work …

Wall Street is at it again. Trying to squeeze more money out of you.   Technology has disrupted the investment …