What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...

Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...

I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...

Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...

Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...

What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...