Q: My investment advisor contacted me last week to let me know he was going to be doing some “tax-loss harvesting.”
Michael Hyatt, the personal productivity guru, once said, “Perfectionism is the mother of procrastination.” As a recovering perfectionist, I know exactly what he means
Q: The bear market has been causing me some serious heartburn.
After the economic stress caused by the pandemic and 12 months of surging inflation, the debt burden carried by U.S households is rising.
Sound advice and a good financial plan can help any of us navigate our life’s journey with greater clarity and confidence.
Every once in a while, someone will ask me about lending money to a close personal friend or a family member
Years ago, I had an epiphany as I read Stephen Covey’s 7 Habits of Highly Effective People.
I was planning to retire this year, but the stock market has me feeling nervous. Do you think it would be better for me to keep working until things settle down?
Q: I want to learn about investing, but I always feel like financial people are trying to sell me something.
