Dec 29, 2022
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s OK. Today we’re discussing some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
Whether you’re getting a divorce or having career difficulties, your...
Dec 21, 2022
It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.
We will discuss whether to pay off your mortgage, what to do about dividends, and whether to...
Dec 15, 2022
You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking your time to work everything out.
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role...
Dec 8, 2022
If you’ve ever wanted to learn a little more about investing in the stock market, this episode is for you. We’re going to cover some of those terms you’ve probably heard before, but perhaps never truly knew what they meant.
From the bid-ask spread in the stock market to bull and bear markets, we’ll explain some...
Dec 1, 2022
It’s time for another mailbag episode, and we bet these questions (and our answers) will help many of you. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.
We will discuss when you should switch from being an aggressive investor to a conservative one,...