We just passed the one-year anniversary of the stock market high prior to the COVID-19 drop on February 19, 2020. It's been a year of emotions running high. The pandemic changed the way we think about our finances. As unemployment rose, it's possible some individuals...
It’s one thing to know the X’s and O’s of personal finance, and the numbers of making smart money decisions. It’s a completely different thing to have the financial behavior skills to execute on that knowledge. Learning formulas and calculations is easy work...
At the present moment in time, markets appear to be all sunshine and rainbows. But there was no sunshine a few months ago. If we dial the clock back to March and April, I was mentally preparing to explain to folks how 2020 would be a "lost year" investment-wise. You...
Investing, markets, financial planning – this is what we do every day. Sometimes it’s easy for us to take for granted the level of understanding those NOT in the industry have. Unless you’ve really taken an interest in the markets or set aside time to...
The 2020 election has proven to be one of the more contentious elections in recent history. However, that seems to be par for the course when it comes to elections. "Contentious" is not a new adjective to describe Presidential elections. From the political match-up...
Do you need to tell your investment advisor EVERY single detail of your daily life? No. However, if it’s going to impact any part of your financial future and your financial goals – you NEED to let your advisor know. You and your advisor are a team. Together, you can...
Just don’t get emotional about your investments. It’s that easy right? Not quite. Bad news about a company you own, or a sector you’re invested in can make you want to sell everything. Yes, investments can fluctuate based on news day to day, but when it comes to the...
I grew up a Knicks fan on Long Island. Even though the Nets (and Dr. J) played in my backyard, my heart was with the Knicks. Bradley, Frazier, Reed, Earl (the Pearl), Phil Jackson (yes, THAT Phil Jackson), Dave DeBusschere. A lot has been written in the past 24 hours...
The wise Yogi Berra once said that, "Baseball is 90% mental; the other half is physical". Aside from a Hall of Fame career, Berra is best known for his entertaining "Yogi-isms". Despite Yogi's questionable math, baseball is indeed mental. Coincidentally, it was...
I’ve been working my way through the book ‘The Last Lecture’ by Randy Pausch. If you aren’t familiar with the story, let me catch you up quickly. Randy Pausch was a professor of computer science, among other subjects, at Carnegie Mellon. Pausch passed away from...
