All Past Newsletters
What would it take for you to walk away from a paycheck without anxiety? I keep coming back to this question because it's really at the heart of what I mean when I talk about Affordable Freedom.
I once worked with a guy who retired with more than $5 million and was stressed about money. I’ve also worked with a guy who retired with less than a million and had complete peace of mind.
Should you try to beat the stock market, or just match it? I get asked this question all the time, and most financial advisors get it wrong.
Should I wait to invest in the stock market? This is such a great question because it gets at something many of us struggle with. The desire to perfectly time our investments.
The short answer? You can — but it's not ideal. That said, this money isn't actually "locked up" until 59½, despite what the financial industry may lead you to believe.
What is affordable freedom? Well, it can mean different things to different people. But when working with my clients, we …
I tend to focus so much on financial planning and investing from a personal financial freedom standpoint, that I sometimes …
What does Professor Google Say? If you do a quick Google search for “how much do I need to retire,” …
Cannabis Investing: Betting on Federal Legalization When investing, it’s important to remember that all investing is a form of speculation. …
After spending the previous week completely detached from work (to spend the whole week doing fun stuff with my son …
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 …
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 …
Second only to time, money is the next most important tool we have to improve our wellbeing and, ultimately, the …
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 …
Ignore short term noise Benjamin Graham — one of the greatest investors of all time and mentor to Warren …
Our obsession with past performance I’m not sure there’s an industry that’s been tainted by deception and fraud as …
Record debt just keeps getting higher There’s a narrative on Wall Street that just won’t go away. It tells …
The Maginficent Seven If you’ve followed the stock market at all over the past year or two, you know …
Quick Refresher on Dividends I’m sure you know what a dividend is. But here’s a quick refresher so we’re …
Rise of the growth economy To understand why I think we’re heading into an era of unprecedented business growth …
Santa Claus Rally? There are some pretty funny adages that have been used by stock market traders over time. …
Do you root for the little guy? I always find myself doing so. Can’t help it…I guess I just tend …
Basic investment advice will often tell you that owning a broad US index fund — such as one that tracks …