June 15, 2022 (Part 1)
When you sell an investment for more than you paid for it, the difference is called a capital gain. If the investment was held for more…
By Jessica Lanning, JD, CFP®
July 5, 2022
There's a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon asked if he is married, replies, "Am…
June 15, 2022
Why the Average Investor Underperforms the Market
Annually, various organizations release studies that show that average investors underperform the markets, sometimes as much as 50% less, a frightening…
June 1, 2022
Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you might want to hire professional help: My…
May 2022
Attention all you late 40-, 50- and early 60-somethings who have attempted and "failed" to hire a financial planner: Simplify your hiring process. This article will tell you…
May 4, 2022
Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid and which one you should choose.
Misconception #1: Planners…