Between financial health and personal well-being

A checklist for finding a Full-Time Fiduciary. "Everybody claims to be a trusted advisor when some are really only salespeople."

Poor financial health leads to more stress, greater unhappiness, and can adversely affect your medical practice. Those who count on us need us now, more than ever. I’m glad we can be there for them during this storm, and for those unpredictable times ahead.

Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

With student loan debt standing at $1.48 trillion, a majority of today’s millennials are faced with how to pay down their portion while growing their savings and building net worth.

“The first half of 2020 should remind us that investing isn’t about conquering markets; it’s about mastering ourselves.”

The coronavirus pandemic has created much additional stress but it also this silver lining: It’s caused us to be conscious of how fleeting life can be. Perhaps it’s an opportunity to recognize the pernicious effect of stress on our health and to start a program to de-stress.

Will colleges be open for in-person instruction in the fall? This is a question many incoming students are currently facing.

It is not particularly unusual for the market to be concentrated in a handful of stocks. The extraordinary performance of FAANG stocks over the past decade are leading some to wonder if we should expect these stocks to continue such their strong performance going forward.

For better or worse, many of us have had more time than usual to engage in new or different pursuits in 2020. Even if you’re as busy as ever, you may well be revisiting routines you have long taken for granted. Let’s cover eight of the most and least effective ways to spend your time shoring up your financial well-being in the time of the coronavirus.

You've achieved retirement. You put your plan into action without regret, then the world darkens in an economic recession. Are your holdings, hopes, and dreams at risk?

Recessions understandably trigger worries. But a history of positive average performance following a recession can be a comfort for investors wondering about sticking with their plan.

Many investors premise their decisions on the detection of patterns, but the track record of pattern seekers isn't encouraging.

Is it possible that deriving happiness from simply being kind has a basis in science?

The anxiety caused by both a volatile stock market and an existential threat to our health transcends anything most of us have experienced. It’s very frustrating when we turn to “experts” and they can’t provide answers.

COVID-19 relief for small businesses covers a number of factors from grants to loans. Here’s a guide to help you better understand the relief programs available to you during this time of uncertainty.

The coronavirus pandemic has now become the most significant public health crisis in literally a century – since the 1918 flu event. Here is a summary of the key provisions applicable to you from Congress' Friday, March 27 CARES Act aid package for U.S. individuals and businesses.

The tax filing deadline was recently extended to July 15, 2020 amidst the COVID-19 pandemic. We've rounded up everything else you need to know before filing your taxes this year.

Scary days have arrived. Here is an updated version of our “fire drill" list of 10 things you can do right now while markets are (at least temporarily) tanking.

If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.