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How to Interview a Financial Advisor
You finally are making some money and you are ready to start interviewing financial advisors. You figure that you need some help managing investments and you need to hire any old advisor. So, you go down the street and hire the first one you meet because they are all the same. Right? That is the…
How Earnings Season Could Impact Your Portfolio
Corporate earnings season is upon us, and it may impact your portfolio more than you think. October and most of November was a good time for the stock market. We have seen a good bounce from the lows we were at the end of the third quarter. Now that earning season is creeping up there…
How to Spot a Market Bubble
A major part of being a successful investor is knowing how to spot a market bubble and avoid it. Sounds pretty easy. Unfortunately, it is not nearly as easy as it sounds. I know what you are thinking now. No kidding it’s not that easy that is why I invest for the long term in…
How to Protect Your Income
You spend so much time worrying about how to grow your savings, but how do you protect your income that helped grow those savings? I wrote here how insurance plays a major role in your financial plan. This post will dive deeper into an often-underutilized type of insurance that protects the income you work so…
How to Make Sense of the Current Stock Market 11/18
After a healthy rally the past few weeks the S&P 500 is on pace to finish down about half a percent this week. This is mainly due to the Federal Reserve tampering expectations of a decrease in future rate hikes. This is the correct call by Jerome Powell and other members of the Federal Reserve.…
How to Save for Your Kid’s College
Saving for a child’s college experience is one of the most expensive costs you will incur. It is up there with paying for a home, new vehicles, and affording to live in retirement. So, what are the different ways you can afford this expense? Ways to Save The above list is made up of some…
How Millennials Can Be Financially Successful
In my time as a Financial Advisor, I have worked extensively with millennials. They all have one thing in common, they all want to be financially successful. If you are in the age group, this blog post will walk you through the steps you need to take. Factors Effecting Millennials Millennials were born between 1981…
Inflation Starting to Head in the Right Direction
The inflation report on November 10th finally shows the progress we are making to try and curb a rapid rise in prices. The year over year report for the month of October was a 7.7% rise. This is down from an 8.3% rise in September. We are finally starting to see the impact of some…
Laying a Financial Foundation Creates Long Term Wealth
When thinking about your finances do you ever have a tough time getting started? Do you often feel lost and give up hope? Well, you are in luck! Please watch this short video below. I will walk you through the 3 steps you need to take to lay your financial foundation. Your financial foundation is…
Make the Most of Your Annual Enrollment
It is that time of the year. Annual enrollment is currently underway for most people. This can often be a time-consuming hard process to go through, but it is often easier than most think. There is a simple three step process I follow with my clients to help them find the best insurance coverage for…