Observations

A new year is upon us, and that means many are setting (and forgetting) new year’s resolutions.  New beginnings are a common time to think

Open enrollment (the annual period when you can enroll in major medical health insurance plans) usually begins around this time and often remains open until

One silver lining of this current market cycle is the increasing relevance of bond yields. For years yields have inexorably marched downward, which has resulted

One of my favorite financial writers, Jacob Lund Fisker, had an interesting process to determine what sort of things to own.  He was on the

In the last few years mortgage rates have touched lows we’ve never seen in our lifetimes and recently risen to levels not seen in over

I think we can all agree that large revolving credit card balances are bad, but what about no balance?  The modern, “responsible” credit card approach

We hope you can join us for next week’s webinar about ten common financial misconceptions.  Like many aphorisms, there is a kernel of truth to

With the recent market downturn, I’ve seen countless questions similar to this: I put $1500 each month into my 401(k) and it has done well. 

We recently had an online seminar highlighting spending tips for higher income households.  You can see the recording here.  Here is a brief summary if