Making an Impact with your Investments while Achieving Your Financial Goals

Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.   I’ll be honest – I didn’t always give thought to the social impact of my investment choices. Like many people, I’d spend a couple minutes reading through the investment options available on […]

The Market’s Gone Crazy. What Does that Mean for My Financial Plans?

The Market’s Gone Crazy. What Does that Mean for My Financial Plans? The Market’s Gone Crazy. What does that Mean for My Financial Plans?   Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb. With the confidence of your growing nest egg, perhaps you started […]

My money is in a handful of stocks. I should probably sell, but what about taxes?

My money is in a handful of stocks. I should probably sell, but what about taxes? In this post, I’ll talk about: How much should you sell?  Once you’ve decided, how do you reduce a concentrated position? The Most Important Question to Ask Yourself   Thanks to the longest bull run on record, you’re in the […]

What I changed with my money since becoming a Financial Advisor

What I changed with my own money since becoming a financial advisor MY OVERCONFIDENCE AS A DIYER Now, I’m someone who has always taken pride in my financial savviness, and if you had asked me five years ago how well I thought I was doing in managing my money, I would have said – “Excellent! […]