I hope this finds you well in the New Year. Below are my thoughts on the current market climate. Let me start by saying the economy looks strong, consumers continue to spend, inflation is slowly coming down, consumer confidence is trending up, unemployment remains low and many continue to travel and play catch up on… Read More
Ten Considerations If You Receive An Inheritance
At some point in your life you may receive an inheritance from a loved one or friend. There are a number of issues you should consider first before making any spending decisions: 1 – Don’t rush into any quick decisions You likely just lost someone close to you and, depending on the relationship, it could… Read More
Emotional Bias in Investing
This article was written by a special guest author and colleague, Stephen Reh. Stephen Reh CFA, MBA, CFP® is the founder of Reh Weath Advisors LLC and https://investwithsteve.com/, a financial advisor in Southern California. Stephen is a member of the National Association of Personal Financial Advisors like David J. Fernandez, CFP® and specializes in financial planning and investment advice. Do you… Read More
Ways We Can Use Money To Create Greater Happiness
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Lauren Zangardi Haynes, a Financial Advisor in Richmond, Virginia. She shares her thoughts on ways to utilize money to create greater happiness in your life. Money can’t buy happiness – or can it? While the phrase “money can’t… Read More