Buried Treasure? A Website That Helps Find Lost Money
Like socks and pens, money gets lost too. From gift cards to security deposits to old checks, it is hard to know how much money goes AWOL over time. To help solve this issue, Louisiana has released a new website to help citizens track and claim lost property. Find...
What’s Next? Keep Your Eyes on the Prize
Now that the initial Covid-19 dust has settled, the world is left on pins and needles, begging the question – what will happen next? Where can we expect the financial markets to go? Will they bounce back, sit sideways or go down even further? While we all hunt for...
What’s in a Benchmark?
It’s natural. We are wired to measure our portfolio against something to determine if our money is winning or losing. Most often, stock market indices such as the DOW or the S&P 500 are assumed as proper measuring sticks. Many follow the logic of “well…my...
When the Dust Settles: How to Have Confidence to Make the Right Financial Decisions
“Don’t Let the Immediate Take Precedent Over the Important” – This quote sits on my desk and is a helpful reminder to take a step back and look at the big picture We live in a world that is encumbered by choice. Everywhere we look, we are given more and more options...