Over my career, I have been asked and often tried to prove my value as an advisor to my clients. When I was younger, I used to subscribe to the notion that our ability to outperform the markets by better stock picking or performance was the actual value. As I have aged in my career […]
The True Value of an Advisor Read More »
Imagine you’re building a collection of items that are meant to keep your life secure. You start with the essentials, adding what’s necessary to protect you from the unexpected. But soon, you keep adding more and more items, thinking each will make you safer. Before you know it, you’ve created a mess of clutter and
Over-Diversification in Investment Portfolios Read More »
Every individual has had to deal with taxes upon joining the workforce. For some, they learn around the ripe age of 16. For others, their first taxable wages appear after graduating college. Regardless of when you’re first taxed, it’s something that will happen, likely, until the day you die. The frustrating aspects usually surround the
Tax Efficiency Thru Inflationary Period Q&A Session Read More »
Navigating finances as a couple can be challenging. It’s not just about managing money—it’s about aligning your wants, goals, and unspoken expectations. As a financial advisor, I’ve seen how crucial communication is in this process. First, I always tell couples: Plan together. Even if one person primarily handles the finances, both partners should be involved
Role of Communication in Managing Finances as a Couple Read More »
In the spirit of Valentine’s Day, let’s talk about a relationship topic that’s less about roses and chocolates, and more about cents and sensibility: managing finances as a couple. Financial Planner Nicole Baker gives us the lowdown on how to navigate the less romantic, but equally important, aspect of love: money. First off, the big
Love, Money, and Everything In-Between Navigating Finances with Your Valentine Read More »
We all know that juggling too much can lead to burnout, especially when you’re trying to balance work, family, and everything in between. Delegating financial tasks is one way to lighten the load and free up your time. Imagine it like having a trusted partner who takes care of the numbers while you focus on
Most clinical researchers start their careers with a clear sense of purpose—whether it’s a passion for their field, a love of learning, or the desire to educate others. But over time, many lose sight of this “why” and become complacent or burnt out. This often happens when there’s a disconnect between their career and the
Financial wellness goes beyond traditional concepts of physical and mental health. According to the Global Wellness Institute, it involves making choices that foster happiness, health, and financial security for the present and future. Despite this, many, especially those aged 30 to 44, feel they are falling behind financially. A 2023 study underscored this concern, while
Beyond the Paycheck: Why Financial Wellness is the New Self-Care Read More »
Think about it: You’re driving down a beautiful highway, but your mind is elsewhere. You miss exits, speed limits, and warning signs. Just like driving, a lack of focus on your finances can lead to missed opportunities and delays. Your retirement accounts, investments, and household budget should all be working for you, but without attention,
‘Distracted Driving’ Syndrome: A Professor’s Lack of Focus Problem Read More »
