Foundations 3/3

Jul 23, 20202 min read

Top 10 Places for Millennials to Buy a House

COVID-19 is likely altering what locations are more desirable for all of us In most areas around the country, spring is usually the most...

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Jun 18, 20203 min read

Financial Planning is All About Your Future Self

How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to...

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Jun 11, 20201 min read

An Investor's Manifesto: 20 Guiding principles for Investment Success

Kiplinger.com [From Bob's Library] Knight Kiplinger is the editor-in-chief and a columnist for Kiplinger’s Personal Finance, one of the...

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May 29, 20202 min read

Get SMART: Tips for Effective Goal Setting

Regardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward...

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May 7, 20204 min read

Risk: A Story of Two Brothers

One of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...

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Apr 27, 20203 min read

SPA: A Better Way To Budget

I am a huge fan of a budgeting methodology I call SPA. It stands for separate payment accounts. The idea behind SPA is to make budgeting...

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Apr 22, 20203 min read

Maintaining a Healthy Credit Report

Your credit report is an accumulation of information about your bills and loans, your repayment history, your available credit, and your...

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