Corrections are Inevitable

As you open your account statements and see your balance go up month after month you breath a sigh of relief. But, then your next thought is when will it end? It’s true that we are experiencing an unusually long bull market. At of the end of June, the Standard & Poor’s 500 index has […]

Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”

Simple Truth #6: Saving, Investing, Diversifying and Rebalancing Lead to Financial Success.

This is an investment strategy that works, all it takes is a good plan and discipline. Simply Put Saving is the process of reserving a portion of current income for future use. Investing is putting those savings to work to increase wealth. Diversifying and rebalancing are investment strategies meant to increase the likelihood of success. […]