Let's talk more specifically about the problem with the typical diversified portfolio investment strategy and our solution. Be sure to note

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Many people think that if they just max out their 401(k), they will be set when it comes time for retirement. But I think you can do better.

Investors want the best returns, but they do not want to accept the risk of losing money in a down market. Because investors do not want to

I have known Matt for about ten years and I am excited to introduce him to you. Watch our chat to learn more about him and his role at CFG.

If you’re a money nerd like me, this is where all the fun is. Your foundation is laid and the basics are behind you, so now you get to dream

What does forecasting future market conditions mean for a long-term investor? Even those who know better can be at risk.

Many people who come see us have already had some negative experiences with financial advisors. Whether they were given bad advice, were...

My wife, Kristy, has hijacked the blog for a good cause again. Here she is... Well I prefer the chocolate variety of m&m's personally,...

What is the Secret to creating wealth? Well, if you do a quick google search asking just that, there are numerous authors who have...

What You Probably Don't Know The financial industry as a whole is very cloak and dagger when it comes to explaining how we actually get...

Most adults don’t fully understand investing, so how are we supposed to explain it to a child? My advice is to keep it simple, teach with...

Today I am talking about people who are making decisions right now that are going to cause them to be poor in the future...

I want to keep this brief, so I'm just going to lay it all out there. Let's start with the current situation, look at how we got there,...

Every time I'm out driving, I'm amazed at how slowly some people drive, while others nearly run me off the road with their speed. It can...

There is so much news about the timing of when the fed will increase interest rates and what impact those rate hikes will have on...

Click below to watch or scroll down for the transcript. Here’s a general rule of thumb… If you’re 45 and make $100,000 you should have at...

This is a question that many are asking. There are actually two schools of thought on this, so I'll briefly explain both and then share...

How much do I need to save for retirement? This is one of the questions I am asked most frequently. To answer that question, we need to...