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What’s on our mind? You can read about it in our blog, Ignore The Noise. Whether it’s ideas from the financial industry, market updates or emerging trends in personal finance, you can read about it here. We do our best to cut through all the noise and break down complex subjects into easily digestible content that may help you in your own financial journey. We’re glad to have you reading along!

Friday, April 17, 2026

The stock market has bounced back yet again from another bump in the road. In this post I discuss why it's important to stay patient when turmoil hits the markets.

Tuesday, March 17, 2026

While the conflict in Iran has pushed oil prices above $100 and created volatility, financial markets and the economy have historically adapted to supply shocks. Investors should maintain perspective and focus on the long-term.

Wednesday, March 11, 2026

We hear a lot of talk about the market being overvalued. But can it be explained by simple supply vs. demand fundamentals?

Tuesday, March 3, 2026

I'm sure many of you have some questions about how the US strikes on Iran may impact markets, so let's get right into it!

Wednesday, January 21, 2026

Are we in a stock market bubble? I share my opinion and data to support it.

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Monday, December 22, 2025

I discuss how to teach the next generation the power of compounding and show why starting early is so important in a person's journey towards financial independence.

Thursday, October 23, 2025

The Bull Market Just Turned 3. Now what?

Monday, October 6, 2025

September was another positive month for investors. What does history teach us about what may happen next?

Tuesday, September 23, 2025

April 2025. Trump announces massive tariffs. The market plummets. People start to panic. But what should investors have been paying attention to? Let's discuss.

Monday, April 14, 2025

It's important not to panic during times of heightened market turbulence. I'll show you why in a couple of charts.

Monday, August 5, 2024

Just a friendly reminder of something I have been preaching consistently for years: Stock market corrections are normal. Over the past couple of weeks we have seen markets start to move lower, culminating in a big panic sell this...

Thursday, January 25, 2024

For years I have advised clients to ignore the noise as it relates to their investments. What do I mean by that and why do I say it so often? Let's discuss...

Tuesday, September 12, 2023

I grew up playing sports….Basketball, baseball, football, tennis….You name it, I played it.  And as anyone who has played sports or has had kids who played sports or participated in cheer or ballet or dance...

Monday, August 21, 2023

My philosophy as a financial advisor is rooted in 3 core principles. In this blog, I share those principles and provide visualizations to support them.

Thursday, June 10, 2021

INFLATION!....The buzzword for 2021 financial news, or as I like to call it, the crisis du jour.....Inflation is more often than not being presented by the media to investors as a big risk to their portfolios. But is it really? I've...

Friday, January 29, 2021

So we've seen this new bull market rally by more than 70% from the bottom of the COVID Crash last March, which has been great! But it begs the question, what might be next? Obviously I don't have a crystal ball but I do have some...

Wednesday, January 6, 2021

It's looking like democrats are on their way to holding a small majority in both houses of congress as well as the White House. I've received a lot of questions about what this means for markets because their has been a lot of noise...

Tuesday, June 16, 2020

We've started to field some questions from clients who are concerned about the potential impact of the upcoming Presidential election on their portfolios. I assume this is a pretty common concern so thought it would be helpful to go...

Tuesday, June 9, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”It’s a great question, and fortunately,...

Wednesday, March 25, 2020

Was it just me or did last week feel like it lasted a month? And has the last month felt like a year? It's funny how that works. When things are going well, the time flies. When you're going through a rough stretch, time seems to stand...

Thursday, June 27, 2019

I'm going to tell you why it's OK to be invested when the market tanks.

Wednesday, May 15, 2019

Am I Wealthy? I am asked this question by clients and prospective clients all the time, but I don’t know that I’ve ever in the moment answered as well as I should. So this post will be my cathartic attempt at redemption....

Monday, February 25, 2019

You ask, we Explain! This week we are launching a new segment called "You Asked for It" where we will be answering questions we are receiving through our Facebook page or from current clients that we feel are likely to be shared by...

Monday, November 26, 2018

2018 has been an especially frustrating year for investors and investment advisors, but not just because the stock market is down. We may be closing in on a scenario many of us have never experienced: A double negative for Stocks AND Bonds

Friday, November 9, 2018

Headlines are sometimes meant to cause a panic, and panic can cause us to make bad decisions. Here I'll explain why the news can be bad for your financial health.

Sunday, October 28, 2018

Just in time. A crash course on Stock Market Corrections.

Thursday, October 18, 2018

One thing tends to hold true with injuries and investments: The older we get, the harder the recovery.

Wednesday, October 17, 2018

Can I rely on Social Security in retirement?  Will I even have a benefit?  Questions I get all the time, and for good reason.  There looks to be a storm on the horizon.  Let’s talk about the security, or...

Wednesday, October 10, 2018

Sports and Finance: My two favorite topics! Let's get into it: We talk a lot about averages when we discuss both sports and investing. How many points does a player average per game? What's the average return on an investment I'm...

Friday, September 28, 2018

Where will my paychecks come from and how can I protect against running out of money in retirement? These are two of the more common questions and concerns we encounter as retirement planners, and we address them with a unique approach...

Sunday, September 23, 2018

One common behavior we see for investors approaching and entering retirement is to become progressively more conservative with their investment allocations.  This typically means a growing percentage of fixed income investments in...

Wednesday, September 12, 2018

Hey there! Glad you've checked in to our new blog. In fact, this is our first ever post! You may even be our first reader? Should there be a prize for that? Anyway, we call our blog "We Take it Personal" because it speaks to our...