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Markets and Uncertain Times

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First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]

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Happy New Year! Every new year there is pressure to have grand plans of a whole new YOU! We are bombarded with ads: “If you lose 10 pounds, you will be happy!” “If you invest your money with us, you will be secure!” Sometimes we make resolutions without really thinking about them. However, research shows […]

Believing in Yourself Is the First Step to Achieve Anything A good reminder that self-belief gives us the freedom to try new things, bet on ourselves, and create resilience for life’s challenges. It’s also a nicer mind space to live in. There’s Another Gender Pay Gap: Stock Options Here’s a financial situation when what you […]

How to Prepare Your Finances Before Quitting Your Job With preparation, anything is possible. Confessions of an Overnight Millionaire You may have heard that IPO (“Initial Public Offering”) mania is nutso (technical term) this year. This honest article about becoming an “overnight millionaire” is very timely. Not everyone involved working for a company that has […]

Here’s what I’ve been reading this past week or so. Can I Afford To Retire? People don’t normally wake up and say “hey, I need a financial planner today”. They reach out because something in their lives triggers the need to find a resource to help them with a life transition like a job change, […]