One of my many roles as a CERTIFIED FINANCIAL PLANNER™ professional is to keep track of a lot of economic information. Yet, with all of...

5 proven tips to help you survive and keep your peace Legend has it the J.P. Morgan in John D Rockefeller both offered the same financial...

Comparing your options so you can make the best choices for your family When I first became a financial advisor, I was trained and a lot...

One of the world’s oldest investments, gold, has been getting a lot of attention lately. Of course, gold is very appealing to look at,...

Owning a home has been a central part of the American dream for generations. It’s incredible how many people I meet that have paying off...

How to make sure your advisor is acting in your best interest In my last article, I shared with you how 90% of all financial advisors,...

How to understand the differences and choose the best one for your financial future. I’ve been a financial advisor for 25 years and...

How a tin can can reveal a lot about your financial future. You’ve probably heard or read stories about people who find thousands of...

The untold story of Lester Moore In this article I’m going to show you why investment performance and investor performance isn’t always...

How to take a smarter approach to managing risk with your investments Even if you haven’t seen the movie Dirty Harry, you’ve probably...

How to get the most from your investments without the risk A lot of people like to compare investing on Wall Street to a ride on a roller...

Learn how to REALLY make your accounts grow more consistently Let me ask you a question. Which number is more important to you as an...

How to beat the odds and make random event more predictable in your path to building wealth If you didn’t listen to the first episode of...

Learn the principles that create financial inequality and use them to powerfully improve your financial situation A recent study showed...

The secret investment strategy banks don’t share with their customers and why you may want to look more closely at the financial advice...