Recent Posts

  • It’s That Time of Year Again

    It’s That Time of Year Again

    It’s that magical time of year again. Thanksgiving is over. Black Friday has come and gone. Mariah Carey is blasting in retail outlets and Starbucks stores across the country. Once again, I am trying to convince friends and family to watch Home Alone with me. The holiday season is in full swing, but so is…

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  • Interest Rate Cuts: Here Are Five Things You Can Do

    Interest Rate Cuts: Here Are Five Things You Can Do

    Unless you live under a rock, you probably saw that the Federal Reserve cut interest rates, shifting its focus away from fighting inflation. Whenever the Fed shifts gears on the level or direction of rates, it can be an excellent time to review your overall savings and investment strategy, especially your cash savings. As the…

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  • Why Not All S&P 500?

    Why Not All S&P 500?

    Why not own all of the S&P 500? Just $SPY ’til you die? If we’re going to take this approach, why not just own the NASDAQ? It’s done better than the S&P. Why not just own the “Mag Seven” that carry both indexes? Why not use a DeLorean and Grays Sports Almanac to build your…

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  • The Ultimate Guide to Setting Financial Goals

    The Ultimate Guide to Setting Financial Goals

    Let’s face it – we millennials have unique financial challenges. From student loan debt to an ever-evolving job market, the pressure is real. It’s a lot. However, you can navigate these increasing challenges. Setting financial goals can be your financial North Star. Let’s explore how to establish your short-term and long-term financial goals and why…

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