Why is Mr. Market Being a Scrooge?
The global markets have been in a steady decline for the past month or so. Leading up to December, we saw a spike in ...
How Should I Invest When Everyone is Scared of the Market?
We live in a time where facts are a commodity and information is more accessible than ever. But despite having access ...
Your Guide to Social Responsible Investing
“One’s life has value so long as one attributes value to the life of others, by means of love, friendship, indignation, ...
A Step-by-Step Guide to Filing an Amended Tax Return
There can be a lot of stress when we start to talk about taxes and the IRS. Luckily, tax season is over and you’ve ...
How to Find Community in Retirement
What will retirement be like for you? Will you move to a quaint cottage in northern Minnesota? Open a resale bookshop ...
Leaving a Legacy
One thing that I like to help my clients with is creating a legacy that they’re proud of. Of course, this means ...
The Difference Between a Financial Planner and a Financial Advisor
People often throw around two terms when it comes to finding a financial planning professional - Financial Planner and ...
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Should I Manage My Own Investments?
Do It Yourself (DIY) or Outsource Investments? Many of the investors I meet with aren't sure whether to try to ...
Why Your Advisor Should Be a Fiduciary
What is a Fiduciary? A fiduciary is someone who has a legal obligation to act in the best financial interest of another ...