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Quote Of The Week: Why A CFP® Professional Is Not Like Other Financial Advisors

“There’s no shortage of people with impressive-sounding job titles who want to help you reach your financial goals. They may call themselves a financial adviser, financial planner, money coach, financial counselor or financial educator.” “These people can obtain certifications from a long list of professional associations, universities and other entities. Look for the string of […]

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Self-Employed? Don’t Miss This Opportunity To Slash Your Taxes Before The Deadline

We’re always glad to get the word out about amazing opportunities to cut your tax bill and beef up your retirement savings at the same time. So thank you to Brett Arends of MarketWatch for asking us to chime in on how self-employed people can save money by setting up their own retirement plans. In his […]

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Quote Of The Week: When You Need Help Planning Your Retirement

“It’s smart to seek out (and pay for) professional help when you’re confronted with a financial situation you haven’t seen before and truly can’t handle yourself. And if any situation meets that criterion for most people, it’s retirement. Retirement really is a huge life change. You’re in uncharted territory, and it’s OK to admit you […]

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Balancing Being Mom With Work: Never An Easy Task

Work? Kids? Family? Friends? How is it possible to balance it all? It’s not easy, as we all know. I still have vivid memories of waking up at the crack of dawn, getting dressed for work, packing lunches, getting two toddlers ready for day-care drop off, then making it to an early morning work meeting, […]

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SAN FRANCISCO, CA - SEPTEMBER 08: Businessman and TV personality Mark Cuban speaks onstage at TechCrunch Disrupt at Pier 48 on September 8, 2014 in San Francisco, California.  (Photo by Steve Jennings/Getty Images for TechCrunch) *** Local Caption *** Mark Cuban

Quote Of The Week: Mark Cuban’s Best Investment Advice

Billionaire entrepreneur Mark Cuban, owner of the Dallas Mavericks basketball franchise, is known for not mincing words. He recently shared some surprisingly down-to-earth investment advice in an interview with Kitco news, talking about the investment he hates the most (gold) and his secrets to getting rich (pay off debt before investing in real estate or stocks). Here’s […]

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Putting The Stock Market Slide In Context

Is watching the financial news making you nervous? This week’s stock slide has undoubtedly unnerved a few people, but let’s recall that these pullbacks are normal and expected. We usually get a 10% pullback once per year or so (see the chart below), but it’s been so quiet and calm for over a year that […]

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Who’s Afraid Of Bonds? Not Vanguard’s Founder Jack Bogle

Many clients are concerned about investing in bonds now that U.S. interest rates have started to nudge upward. We think those concerns are misplaced. It’s true, bond returns are probably not going to be anything to write home about. But bonds will deserve their place as the “Steady Eddies” of your portfolio, earning dependable income while largely avoiding […]

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