Jun 6, 20235 minWhat Is ESG and Is It Worth Investing In?You've likely come across the term "ESG investing" before but may be uncertain of exactly what it means. If you're in that camp, don't...
May 11, 20231 minHow to Beat Inflation in Retirement: Part 1For those of you who missed my last post or prefer video, I discuss three offensive strategies to use in retirement to fight inflation.
May 1, 20238 minHow to Beat Inflation in RetirementFor the Federal Reserve, the weapon of choice in the fight against inflation has been an onslaught of rate hikes and a relentlessly...
Apr 19, 20234 minConfessions of a Fiduciary: Case Studies of Real InvestorsTranscript below: I've been an ongoing contributor to various news outlets for some time now and that's given me the opportunity to...
Mar 9, 20239 min5 Ways to Optimize Your 401(k) in 2023Sorry to be the bearer of bad news, but your 401(k) provider is not acting in your best interest! Instead, their fiduciary obligation is...
Feb 14, 20232 minRevocable Trust: Is It Right For You?Transcript summarized below: Revocable Trusts Often called a living trust, a revocable trust is an estate planning tool that allows the...
Feb 9, 20235 minShould You Set Up a Trust in 2023?(Like all of our posts, this piece is for informational purposes only and should not be construed as investment, tax or legal advice)...
Jan 30, 20239 min10 Things to Look for When Choosing a Financial Advisor in 2023Did you know there are roughly 100 different types of professional advisor titles to choose from? Here are a few of the more common:...