I have made it clear that I am an optimist and wouldn't dare bet against the stock market. Although there have been many pessimists predicting the reverse, I strongly believe that stocks will rise and the world won't end. I think American businesses will continue to provide value to consumers and …
M1 Finance: The Future of Investing is Here
Within hours of publishing an article highlighting the best investing apps of 2018, I had to re-order my rankings because I stumbled upon what I believe to be the investing platform of the future: M1 Finance. Why? Because if you take the best features of every other company disrupting the …
The Best Investing Apps – 2018
The investment industry has historically been very complex, lacked transparency, been loaded with fees and sophisticated advice mostly catered to the wealthiest 1% of our country. But, thanks to financial technology (FinTech), those days are gone. Each month, I'm reading about a new company popping …
Am I Crazy for Paying Down My 2.875% Mortgage?
When I was a $hitty Financial Advisor, the thought of paying down a sub-5% mortgage was ludicrous. The logic was simple: Why payoff a loan at 5% (or less) when I can invest and earn 7% (or more)? But, as I've gotten older and realized that money management is more about psychology than …
The 5 Best Investment Resources You’ve Never Heard Of (And They’re All Free)
“Improve finances” is the second most common New Year’s resolution right behind “lose weight.” For many Americans, “improve finances” is code for “I should save and invest more.” But, investing (and, specifically, knowing where to start) can be intimidating. So, I've compiled the best investment …
5 Important Lessons I Learned About Investing as a $hitty Financial Advisor
I always wanted to be a Financial Advisor. And then I became one and quickly realized that my dream wasn't everything I thought it would be. There were 3 things, in particular, that drove me nuts and ultimately led to my demise. Most people hate to think and talk about money. We spend more …
Money Management Tips That Could Strengthen Your Position as a Corporate Leader
As a business leader, you are probably quite concerned about things you could do to strengthen your own reputation and that of your company. The more visible you are in public, the more your words and actions matter. That reality applies to every aspect of your life but particularly how you manage …
