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November 18, 2023

Common Investing Mistakes

Recognizing common behavioral mistakes can make a world of difference in your portfolio's performance. Here are three issues that often trip up investors and how to navigate them.

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November 11, 2023

Avoiding Lifestyle Creep

Lifestyle creep is a phenomenon where people increase their spending as their income increases, leading to a higher cost of living and less disposable income. This can be a dangerous cycle that can lead to financial instability and debt.

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November 4, 2023

Pay Yourself First

Your savings rate is key for measuring your financial health and achieving financial independence.​But which comes first: saving money or paying expenses?

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October 28, 2023

Healthcare Plans

It's that time of year when you can sign up for a new health insurance plan or change your existing plan. It's important to choose a plan that meets your needs and budget.

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October 21, 2023

The Death of Active Management

The latest SPIVA report card was just released showing a whopping 97% of mutual funds underperforming their own benchmarks.​There is no legitimate excuse to be paying Wall St. mutual fund stock pickers anymore.

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September 30, 2023

Navigating Insurance

In the confusing world of insurance products, the right approach is to separate the role of insurance from investments. As someone smart once explained it to me, "The role of insurance is to protect against sudden and catastrophic loss."

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