How to Invest in 2020

2019 has been a great year for U.S. financial markets but there's an underlying sense that investors are beginning to do a gut check over recent and rising risks in the economy, political landscape, and financial markets. Everyone's wondering, "What's next for stocks and bonds?" The last few months of 2019 have reminded us that markets can still be rewarding. But in late-2018, we were all worried

Guidance for Remaining Calm During Volatile Times

There are several certainties in life—death, taxes, and, yes, market volatility. Fluctuations in your 401(k) or retirement savings account can stir up feelings of stress, panic, and anxiety, particularly when your hard-earned retirement dollars are at stake. But overreaction to these fluctuations is one of the biggest risks that retirement investors face. So in turbulent financial times,

Do You Need Balance in Your Life?

With all of the responsibilities, obstacles, and goals life hands us, it gets tough keeping everything together. You could easily find yourself stressed out when you have too much on your plate and wondering how to handle it all. Being out of balance does more than cause stress, it diminishes productivity and success. By adapting the habits of well-balanced people, you open new doors which

Another Summer Gone...

As we prepare for our kids to head back to school, the pressure of new schedules, new faces, unknown expectations, and instilling loving discipline and confidence in our children can be a lot to handle.

Overcoming Financial Anxiety

No one needs stress in their life. But money is often the number one stressor that leads to depression and anxiety. In my 15 years as a financial advisor, it never ceases to amaze me how my daily conversations with clients can be so emotional because money is the primary tool that allows us to function in life. Virtually no life decision can be made without giving at least some thought to

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