What do you think the two types of income are? Does it really matter? Who cares? I mean, income is income. It’s all good. Are you really going to hesitate when someone hands you a check while you try to figure out what type of income you are receiving? I do think it’s important to…

As the 2020-21 school year begins, students of all ages are facing many changes to their school experiences due to the COVID-19 pandemic—whether transitioning to remote instruction or instituting mask-wearing within school buildings. These changes may exacerbate annual back-to-school stress, as parents and students navigate covering the many back-to-school expenses. To help, understand your opportunities…

Lately I’ve been reading and watching a lot of World War II documentaries (Netflix has a series called WWII In Color that is excellent). The more I learn about that war and the other wars our soldiers have fought in the more I understand and appreciate this holiday. I used to think about it as…

If you think bonds are boring, think again! While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these. Learn how you should diversify your portfolio with bonds in today’s podcast episode, and see the full transcript below.

Stocks have been the focus over the past couple of months. When you hear about the “market,” they are referring to the stock market. When they discuss that the “futures are up” or the “futures are down,” they are talking about stocks. Everybody wants to talk about stocks, but there is another type of investment…

We’ve witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions many investors have now are why? and will these recent gains last? Learn the answer to both in today’s podcast episode!

We’ve seen strong gains in the last few weeks from the March 23 low. The questions on many investors’ minds are why and will it last. There is a divergence between the reality of today (e.g., virus spread, lock-downs in many states, record unemployment claims, greatly reduced corporate earnings, rise in bankruptcies, etc.) and what…

Looking back at the past 50 years, we’ve seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the market has continued to go up. Coronavirus will be temporary, and despite the magnitude of the current health and financial crisis, remember that we will recover and prevail. In times of uncertainty, take…

Every day I feel humbled when I hear how companies are responding to the coronavirus. There are feel-good stories about how distilleries have shifted to producing hand sanitizer and how companies such as Apple have donated 9 million medical masks to healthcare workers. There are other stories about how innovative companies are devising ways to…

Here are a few steps to help safeguard your portfolio and finances during turbulent times. By implementing these ideas, you may even come out ahead!