Uncategorized

In Carol S. Dweck’s groundbreaking book Mindset, there is a quote relating to people mired in what she calls the...

Apr 7, 2016 3:59pm

I like to watch Bloomberg TV in the morning as I’m getting ready for work. It’s a way to mentally...

Mar 7, 2016 6:17pm

Have you ever gone to the grocery store without a list? If so, you probably know the following things are...

Feb 18, 2016 5:20pm

A few weeks ago a new, potential client came in to meet with me. He was armed with a list...

Jan 6, 2016 5:44pm

The rise of the robo advisor in recent years, and particularly the increase in visibility of these new automated offerings...

Nov 9, 2015 5:53pm

It’s important to remember, particularly in times of increased volatility, that the stock market is called that because it is,...

Sep 28, 2015 4:50pm

As a financial advisor1, I often hear people express a common sentiment that goes something like this: “I want to...

Aug 18, 2015 7:09pm

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in...

Aug 5, 2015 4:18pm

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...

Jul 23, 2015 6:39pm