When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
Intro By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has tested your convictions in your investment strategy. Most investors lost a good chunk of change during the rapid sell-offs in early-mid March. We don't know exactly when we will be on the other side of the COVID-19 panic, but now that the...
Even with a thriving economy, many Americans continually struggle to save money. While it’s certainly tempting to spend that extra cash, socking it away for the future in an IRA or investing in stocks makes much more sense. Try out a few of these tips, and you may find yourself with extra money to put aside for college or retirement...
Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire process is as stress-free as possible. Prior to starting your search, make sure you know how much house you can afford. It’s so easy to fall in love with a particular...
Retirement can sneak up on you. At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever, but now you can admit that the thought of retiring has its benefits. Perhaps you’ve found yourself daydreaming about a little cabin on a lake, or a small home...