3 minute read The word “organic” can make a wallet cringe. Glance at the prices of produce at your grocery store and you’ll quickly notice the cost of say, an organic apple, is always higher than the conventional apple. There’s also the common misconception that organic produce is good, conventional...
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3 minute read What do we need to be happy? A close-to-80-year Harvard study is finding at the center of joy stands one thing: Our relationships. The article, Good genes are nice, but joy is better, by the The Harvard Gazette reports how findings from the Grant and Glueck study...
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3 minute read Retirement can change up your routine big time. Gone are the days of the stressful work week - now, you have a lot of free time to eat, sit, watch TV, and be sedentary. But retirement doesn’t have to be a health pitfall. You can maintain your...
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2 minute read This past year was the beginning of a new tax era with the passage of the law known as the Tax Cuts and Jobs Act (TCJA). The new tax law dramatically changed the way individuals and businesses are taxed going forward, most notably with the reduction in...
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PART ONE: GENERAL PRINCIPLES It will be worth restating, even in the context of a letter primarily focused on the year just past, my overall philosophy of investment advice. It is goal-focused and planning-driven, as sharply distinguished from an approach that is market-focused and current-events-driven. Every successful investor I’ve ever...
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4 minute read Saving for a first home is not for the faint of heart. In 2018, the median purchase price of a home was $250,000, with 33 percent of buyers being first-time home buyers, stated by the National Association of Realtors (NAR). For first-time home buyers, a purchase of...
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4 Minute Read 2019 will be another year when millions of Americans start their retirement. Knowing when the appropriate time is to retire is unique to each individual, but there are few key items you can follow. We’ve put together a list of three guidelines to help you know if...
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1 Minute Read Consumer data breaches with sensitive information at large corporations seem to be happening more often. Marriott Starwood is the recent organization publicly announcing last Friday, November 30th, a massive data breach - affecting potentially 327 million guests. Guests might have had anything from their payment information, to...
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5 Minute Read Meeting with your financial planner or an RIA for the first time might seem overwhelming. Where do you even begin? How do you know which questions to ask? To help provide you with ideas on where to start, we’ve created a list of the 5 most commonly...
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5 Minute Read In today’s world there are multiple options when seeking a financial advisor. From online “robo advisors”, to broker-dealers, to Registered Investment Advisors (RIAs), each claiming to help with your financial needs. Maybe you’re looking for a financial planner to manage your retirement savings, or you’re looking for...
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