August 14, 2024
Photo by https://unsplash.com/@mirzaie When Moneygeek.com reached out for expert advice on the role of insurance in financial planning, I was eager to help with this important area. It is rare to get advice about insurance from someone who doesn’t have a financial […]
July 16, 2024
Here is the quarterly video update on market and economic conditions. Despite ongoing economic uncertainty, the stock market has experienced a strong rally this year. Large tech companies are still dominating the headlines but there are signs other areas of the market […]
June 16, 2024
The purpose of insurance is to protect yourself and your loved ones from unexpected obstacles or events. As an unbiased, fee-only, and holistic financial planner, I don’t sell any products or receive any compensation beyond what clients pay for investment management and […]
May 14, 2024
What is essential to have in a life you love? If what bubbles up is “I don’t know,” you are in good company. I offer a structured dialog to help my clients answer this question. This month I’ll share ideas to help […]
April 18, 2024
Here is the quarterly video update on market and economic conditions. After an historically strong start to the year markets have pulled back, mostly due to changing expectations around interest rate cuts and escalating geopolitical tensions. I offer these insights to give […]
March 17, 2024
February 25, 2024
“Whatever you’ve been told about your retirement, odds are that it’s wrong,” says Allison Schrager, author of An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk. She attributes this to three widely held myths: The most important thing […]
January 18, 2024
December 14, 2023
Photo by Yuri Krupenin on Unsplash When Moneygeek.com reached out for expert advice on how to prevent financial fraud as we age, I was eager to help with this important area of long life financial planning. I discuss the common scams and […]