Wednesday Reading List
ICYMI: Before and After Covid-19 – Before and after Covid-19 is a reflection on aspects of life since March I'd like to retain even as I cannot ...
Recent Articles
Before and After Covid-19
As 2020 ends, I've been thinking about life before and after Covid-19. Specifically, there are things I can't wait to do and aspects of life ...
Wednesday Reading List
ICYMI: My Favorite Books This Year - Here’s a list of the best four non-fiction and four fiction books I read this year. _____________________________ Key ...
8 Best Books I Read in 2020
Here are the best books I read in 2020 broken down by category. Non-Fiction Books Hunting Whitey: The Inside Story of the Capture & Killing ...
Wednesday Reading List
ICYMI: Webinar Replay: 5 Portfolio Changes to Consider Now - My recent webinar shared a few major changes to the investment landscape this year and ...
Webinar Replay: 5 Portfolio Changes to Consider Now
My recent webinar shared a few major changes to the investment landscape this year and what portfolio updates to consider to better position your portfolio ...
Wednesday Reading List
ICYMI: Investing is as Easy as Losing Weight - Investing is simple, but not easy, just like losing weight. Eat less, move more forms the ...
Investing is as Easy as Losing Weight
I love stocks. They help my clients retire, just as I expect them to help me and my wife do one day. Good retirement planning ...
Wednesday Reading List
ICYMI: Dangers of Investing for Income Today - Rates are low, but before you buy things like REITs and Preferred Stocks because of their extra ...
Dangers of Investing for Income Today
Rates are low. If you bought a house recently, or refinanced your mortgage, you know this and hopefully took advantage. It's helpful to borrowers. It's ...
Wednesday Reading List
ICYMI: Recession Proof Your Finances - If the 2020 Covid-induced recession left you stressed about your money, take the time to review these strategies to ...
Does Sustainable Investing Hurt Returns?
One of the main questions people have about sustainable investing is does sustainable investing hurt returns? This is partly because social screens had a reputation ...