Ruth Bader Ginsburg’s legacy & historic impact on personal finance

Ruth Bader Ginsburg (RBG) was revolutionary in helping women have the ability to do things we take for granted that used to be considered a “privilege.” Recently, I was included in a Yahoo Money article highlighting the critical advancements made during RBG’s career. Ginsburg was instrumental in making it illegal for colleges to discriminate against women on the[...] Continue reading
9 October, 2020

Investor Beware – Not all financial advisors are created equal.

Investor Beware – Not all financial advisors are created equal. Many financial professionals carry the title ‘advisor’ yet follow a traditional sales business model; mainly getting paid through earning commissions from the sale of a product or collecting bonuses from meeting sales quotas. A conflict-of-interest arises because the advisor has an incentive to[...] Continue reading
25 February, 2019

Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary

Unscrambling Financial Jargon: The True Meaning Behind Financial Advisors’ Vocabulary Jargon is typically thought of to increase the efficiency and clarity of communication.  Actors reference “exit stage left,” which is the performer’s left as they look towards the audience.  This specific phrase prevents uncertainty.  The performer doesn’t wonder if the[...] Continue reading
30 October, 2018

Critical Investment Strategies For Downside Protection

Successful investment strategies are less about capturing 100% of the market’s upside and more about missing the potholes. Avoid the Most Significant Investing Mistakes The extreme volatility from the 2008 – 2009 financial crisis provided one of the most severe environments to illustrate this concept; while most investors have recovered their losses, the wild[...] Continue reading
26 June, 2018

Savings For Retirement – Your No-Panic Guide For Those Late to the Game

Different stages of life have their unique challenges and distractions when saving for retirement. The typical issues for those most investors in their 40’s are: Dealing with competing interests, which are most typically saving for retirement and children’s education. Creating a unified and coordinated strategy for meeting these goals[...] Continue reading
7 September, 2017

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