Basis Points
Basis points (bps) – or “bips” – is financial jargon advisors love to toss around. It’s often used to define the fees investors pay advisors. It’s only appropriate, then, that a blog meant to communicate the basis for our financial planning and investment philosophy also serve as a way to give Basis Points back to investors.
Compound Interest
Compound interest has been called the “eighth wonder of the world.” This Valentine’s Day you have the opportunity to access an even greater compound interest.
Groundhog Day Investing
Do you fall into the trap of Groundhog Day investing? Learn three ways to avoid the cycle of chasing “hot” investments, selling low and over-concentration in a single market sector.
Did I Miss You at the Gym This Morning?
February marks the death of most New Year’s resolutions. With an estimated 80% failure rate, is there a more effective way we can incorporate change this year?
Turkey Trot Millionaire
Running a Turkey Trot 5k with my five-year-old this year gave me reason to rethink the connection between physical and financial fitness. When it comes to financial fitness, are we focused on wealth-building alone, or do we also prioritize legacy-building?
Don’t Quit Coffee Cold Turkey
Financial gurus are quick to point out how much money we could save if we just quit buying some of our favorite things. Aside from being some of the most annoying financial advice you’ll hear, it’s not terribly effective either.
Midterm Elections And The Market
The scariest specter this time of year might just be the onslaught of apocalyptic political ads leading up to the 2022 midterm elections. If dire predictions on the market’s reaction to the election has you spooked, consider some past midterm results.