The Folly of the Fed

The Federals Reserve's hawkish about-face with its monetary policy will do little to rein in inflation and potentially worsen it. It will certainly cause immediate harm to many people looking for…


Estate Plan

Why is an estate plan important and how it ties into Financial Planning

It’s a common misconception that you need to be extremely wealthy to have an estate plan. That’s not the case—it’s a good idea for everyone with assets to prioritize estate planning. If you’re…


Federal Reserve

What does the Federal Reserve do? - How does the rate change affect me?

What Does the Federal Reserve Do?   You’ve likely heard about the Federal Reserve on news reports and in conversations about finances with friends, colleagues, or advisors. That being said, if…


Five Due Diligence Steps Every Investor Must Check Off

Due diligence analyzes and mitigates any risk that’s associated with an investment decision. A thorough examination of the financial records of the investee will turn up any possible performance…


An Overview of Benchmarks and Return Metrics

If you’re new to the world of investing and still get confused by the terminology, then this article is just for you, as today we will be talking about what benchmarks are and why they’re so often…


Consider These Long Term Effects Before Selling Your Home

If you’re hesitant about selling your home because you’re not sure of the effects it will have on your financial situation, then this article is for you. Outlined below are three of the most…


What Is DeFi and Do We Need It? 

The term DeFi, or decentralized finance, has become increasingly popular in the cryptocurrency community in the past several years. Many believe that DeFi can be a gamechanger for the global economy…


Why NOW Is the Time To Get Control of Your Finances

The biggest advantage you have in financial planning is time. When you first start working, retirement plans, savings, and investments seem like something the ‘future you’ will handle, but the time…


Rule #1 Don't Lose Money Rule #2 Don't Forget Rule #1

This may be the most famous of all of the famous Buffett aphorisms. With his dry sense of humor, Buffett Says Rule #1 Don't Lose Money, then he quips, Rule #1 Don't forget rule #1.  One of the things…


Sleep at Night

You have to be Able to Sleep at Night

It almost goes without saying that emotional behavior leads to irrational and impulsive decisions that HURT your investment results.  Just look at the Magellan Fund that Peter Lynch ran at Fidelity.…