Latest Commentary
- Finding Financial Happiness, Part 2April 22, 2024 - 10:22 am
Last month we discussed how Americans are still overwhelmingly dissatisfied with their finances, despite record net worth and increased income. That conversation focused on spending, and how increased inflation in housing, groceries and other necessities has made those higher incomes feel insufficient. For people feeling the angst of the uncontrollable (interest rates, inflation, etc.), I […]
Learn From the Past; But Don’t Be Bound By It
Forecasting: An Illusion of Knowledge
Hold Strong Beliefs Loosely
Never Compromise Your Values: A Financial Perspective
How Your Financial Plan Should Drive Your Investment Allocation
The Problem with Pessimism
Financial and Time Independence: What’s Your Score?
Own or Loan? Equities vs. Bonds
Investing Nuggets 49 Years in the Making
Quit Beating Yourself Up
3 Reasons Why Market Volatility Shouldn’t Get You Down
PRESS RELEASE: Steve Booren Recognized in Forbes as a 2023 Best-in-State Wealth Advisor
Two Lessons from History
The Balance of Trust and Anxiety
The SECURE Act 2.0 Proposes Several Changes to How Americans Save for Retirement