You Can't Avoid Risk. You Also Can't Ignore it...
Ask someone what they're actually invested in, and they might have an answer. Ask them the degree of risk they are taking, and they will alm
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Why Amateurs Think They Are Experts
Over a six month period, I took notes (their emotional reactions) on the way clients responded to areas of planning. Meeting with over 150 d
Social Security: Bankrupt? Will it Go Away?
In order to understand the problem we face, we must first understand it's history. Michael MacKelvie digs into one of the biggest...
$0 Fed Taxes...? Why You Should Consider Thinking Like Amazon.
What Personally Can we Learn From this?
Day Trader : Love Your Haters, Money Doesn't Sleep
Life isn't always easy knowing what the next best thing is.
Roth Conversion? Why Consider, and How to Do it...
Tax diversification is so vital...
Trump Lowered Tax Rates, So Why Didn't Everyone Pay Less?
The Tax Cuts and Jobs Act was a major reform, and at first glance, it would appear as though just about everyone should pay less. Why...
Santa's Journey : A Toy Drive Drive
Santa's Journey : A Toy Drive Drive
Biden's Tax Changes in 60 Seconds
Some of the key highlights from Biden's new tax proposals.
Republicans vs. Democrats: Who's Better for the Stock Market?
Since 1900, which political party has faired better for the stock market? Using the Dow Jones (longer history than the S&P 500 ), we...
Why Smart People Make Bad Decisions - Time Horizon Investing
Understanding an investments time horizon is important, but there is a bigger risk that often goes without discussion...
Two Types of Investors: Why They Each Struggle - University of Portland Lecture
Working with Professor Jon Down's class, I discussed my experience working with over 1,000 people around money.
Selecting Your Investment Time Horizon: A Golf Analogy
Former PGA Tour Player Brian Henninger demonstrates an understandable analogy for an investments time horizon.
Building a Financial Plan: Part One, Defining Wealth
Often times, many start the journey of financial planning by looking into the different products, and services available. In this video,...
Paying for College? 5 Best Tips From An Expert To Get You Financially Ready
Jennifer Satalino, a former Financial Aid Counselor, and financial aid expert sat down with us to go over some helpful hints for the...
How we Spend Our Time: Using 8,760 Pennies
How do we spend our time? Does it align with our priorities? We rented out a theatre, and annualized (original data is hours in the day)...
Our Central Bank is Creating a Lot of Money: Here's How it Affects You
This has been a record setting year for the Federal Reserve; but, the question remains....where does that money go, and why are the...
Fed Interest Rate Changes: 5 Ways it Affects You
We sat down with Erin Walsh, Senior Loan Officer with Academy Mortgage to discuss how the Federal Reserve's interest rate changes effect...
The Federal Reserve: How it Works, and How it Effects You
The Fed has been active this year...but, what exactly is the Federal Reserve? In a few minutes, we'll explore an analogy to better...