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Clarity starts with education.

HSAs: A Best-Kept Secret?

  HSAs are somewhat of a hidden gem in the investment world. In many of my own client interactions, I find that people may have a decent understanding of an HSA, but they may not fully be aware of all the advantages that go along with using one. HSA stands for Health...

4 Things to NOT do After Receiving an Inheritance

Receiving an inheritance is likely unfamiliar territory for most individuals. In some cases, the amount of your inheritance can even be a big surprise. In any case, if you have recently received an inheritance, it’s probably an emotional time…

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. Click here to read the...

Retiring Early? Don’t Overlook These 5 Things.

Retiring early. To most people, that phrase has a beautiful ring to it. In fact, it’s difficult to find individuals who would choose to continue working if the possibility of early retirement presented itself. However, if you’re fortunate enough to be in the position...

How to Frame Investing Near A Market High?

Over the past 5 years or so, some investors have shared a similar question. “With the stock market near all-time highs, should I be investing right now?” At first glance, it seems logical to be hesitant at the idea of investing near a market high…

True or False Diversification?

  The old adage, “Don’t put all of your eggs in one basket” has undoubtedly been a simple yet profound guide for investors for decades. The translation is simple; diversify your portfolio so that if unforeseen circumstances negatively affect one of your stocks, it...

Why Investors Should Consider Dividend-Paying Stocks

Based on current economic forecasts, we could be entering a period when market returns lag behind historical returns, meaning investors might want to do due diligence on all investment strategies to find the best way to meet their objectives. If income is a goal…

Stock market naysayers paint an incomplete picture

Some in the financial media say a stock market correction is inevitable. That prediction is intriguing, but it has a few subtle, yet gaping holes. Are we standing at the precipice after a strong uphill climb in the world of investing, or does it just seem that way to...

Your Investments Might Not Be That Important

Many people weigh the success of their financial life entirely on the performance of their investment or retirement accounts. In the past, the world of financial advice revolved around what funds or stocks to pick and when to buy or sell. I’d like to share an idea...

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