Volatility in the markets is a guarantee. You will have the best results if you stay patient and stay invested.

The majority of investors: 1. Experience a bad outcome 2. Emotionally anchor themselves to that outcome 3. Prevent themselves from acting rationally moving forward Dealing with this takes outside help and perspective. Financial advisors are more than just money managers!

As we get older and get better jobs that pay more, taxes will begin to increase. Let's discuss some ways to tackle "tax-bracket creep"

Investing for a better future? Let's explore some strategies to reach your investing goals faster. 1: Increase Your Contribution 2: Take Advantage of Employer Matching 3: Invest Windfalls 4: Minimize Expenses 5: Reinvest Dividends and Gains

Debt doesn't have to be a lifelong burden. Sometimes it can be beneficial to pay debts off regardless of whether you could use leverage or not.

“The difference between a 1% fee & no fee results in over a 6 figure difference” Sure… But You’re assuming that person does all the right things: - manages behavior - gets tax location right - tax loss harvests - knows how to withdraw correctly - rebalances - does tax planning

There is nothing wrong with handling your own financial life If... you put the time into it and learn what you need to know However, I have found most DIYers are leaving a lot on the table Here are some of the impactful financial planning moves to make that most DIYers aren't

JP Morgan's "Guide to the Markets" is a goldmine for illustrating investment topics. Here are 8 charts that I think will help anyone become a better investor.