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It’s a New Year—Time to Get Your Financial House in Order

New Year’s resolutions—almost everyone makes them; hardly anyone keeps them. Along with exercising more and eating healthier, getting our financial house in order is one of the most common promises we make to ourselves each year–and one that we continue to break. But this is the year that’s going to change. This post is the […]

Should You Invest in a Bit of Bitcoin?

Even if you pay only scant attention to the financial media, you’ve probably heard a lot lately about the newest investment craze: bitcoin. The meteoric rise of the cryptocurrency over the last year has the talking heads on the financial channels falling all over themselves trying to get you to watch their latest analysis. In fact, […]

12 Most Common Investment Mistakes

Not long ago, I read the results of a survey that the Chartered Financial Analysts Institute had sent to its members. The organization was interested in learning about the most common mistakes made by individual investors. What they learned wasn’t all that surprising but should be reviewed by anyone with an investment account. After a […]

You Could Learn a Lot from My Friend Marge

I lost a client last week, and like other times when I have lost a client, I learned something very important. My friend Marge didn’t leave our firm for another advisor—she passed away. It’s hard to think about death being a blessing, but in her case, it might have been. You see, Marge suffered from […]