Our blog offers insights, strategies, and practical tips to help you achieve financial freedom—no matter your unique financial situation.
“The important thing about an investment philosophy is that you have one you can stick with” – David Booth, Co-founder of Dimensional Fund Advisors. Happy New Year! I hope the
I hope that this holiday season has brought opportunities for you to gather with friends and family to enjoy many good times together and to forget about the stock market
Let’s face it: our lives are busy! Blame it on technology or society or family or work, but everyone I talk to seems to be in a constant frenzy of
If you’ve ever taken a Michigan left turn, you know just how disorienting it can be. Instead of turning left where you expect to, the lane forces you to go
The picture above shows the results from a quick Google search for “October 2018 Market Headlines”. As expected, negative headlines dominated this past month. The word choices such as antagonistic,
When Linda walked into my office last week, she was looking for urgent help. After her husband Paul’s death just a few weeks ago, she felt lost. Although Paul had
After a generally positive investment environment for the third quarter, both stock and bond asset classes have come under pressure in the first couple of weeks of the fourth quarter.
Mention the word annuity to anyone and you’re likely to get a mouthful of fervent advice. One person will tell you annuities are the best and only way to ensure
In the past two decades, technology has completely changed our lives. The Internet, personal computers, and social media have transformed how we work, play, shop, and communicate. Life has gone
“If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – George Soros The above quote is a fitting summation for the
If you have access to a Health Savings Account (HSA), I have some great news: your HSA is, hands down, the king of all savings accounts, offering benefits that aren’t
Money. It’s a word that is bound to strike fear into any new college grad—especially one who has never really been on their own before. But with that hard-earned degree
