Latest Commentary
Thinking About a New Home? Move Wisely.October 5, 2026 - 4:33 pmMost people think of a move as one transaction. But in reality, it’s usually two: selling the home you have and buying the one you want. The hard part is that those two events rarely line up as neatly as you might like.


The Gray Area of Good Investor Behavior
Improving Investor Behavior: The Peloton and Tiramisu
What You Need To Know: Estate Planning
The Flaw of Average Inflation
Understanding Your Stock Compensation Sure is “Something”
ABC (and D)’s of Equity Compensation
Improving Investor Behavior: Show Me Where it Hurts
Building Durability Into Your Plan and Portfolio
Improving Investor Behavior: A Mentality of Abundance, Not Excess
Improving Investor Behavior – Feeling Confident? Are You Sure?
How Do You Measure Your Wealth?
Rising Dividends: The Ultimate Inflation Fighter
Improving Investor Behavior – Deciding on Enough!
Many Americans Face a Bitter-Sweet Early Retirement. What Should They Do?
Craft Beer & Why You Need a Financial Advisor