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    Navigating Emotional Investing: 3 Investment Mistakes That Hinder Financial Success

    You may know that I love to spend time in Aruba. It’s where I go to unwind, to spend time with my family, and work for a few weeks each year. I have an office setup, much like home, but with better weather and an ocean view.

    3 Myths About Investment Risk Tolerance and Performance

    Too often, in the financial world, there's a misguided obsession with beating benchmarks like the...

    Are Bonds a Good Investment in 2024?

    When markets are as turbulent as they are in 2023, it’s normal for investors to want to protect...

    A Financial Planner's Investment Advice to His Parents

    Many of us financial advisors remember what drove us to enter our line of work. Some of us are very...

    The 2 Biggest Reasons To Question Traditional Investing Strategies

    Thanks to technology, many people are able now to work from anywhere in the world at any time. They...

    How to Choose a Financial Advisor: Ask the Right Questions

    Recently, I was in a conversation with somebody who lives in my town. Knowing what I do for a...

    How to Combat Inflation? Patience and Planning Are Key

    We often talk about the characteristics of successful investors.

    Why Historical Performance Shouldn't Determine Your Next Investment Decision

    I was fortunate to be near the water for a period of time this past summer. I like to be out in the...

    Lessons Learned From A Brief History of the Stock Market

    One of the most impactful things that we can discuss and put in front of a client is a kind of...

    3 Contrarian Investing Strategies You Need To Consider

    "It's impossible to produce superior returns unless you do something quite different from the...
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