fbpx

Should You Be Afraid of a Bear Market?

“The Bear is coming! The Bear is coming!” Indeed it is. Should you be worried? No, if you have heeded my advice and diversified your portfolio and set aside a cash reserve. You can actually stop reading now. For everyone else, the answer is “probably...

When “Financial Planning” Is Not Financial Planning

Whenever I surf television cable news channels, I can’t help but notice the plethora of ads for financial planning. Some of them sound compelling, even to me. I often find myself thinking, “Dang, that’s exactly what we do.” Then I notice the...

The Surprising Financial Impact of Mindfulness Meditation

In the financial therapy program that I co-founded in 2007 with Dr. Ted Klontz, we taught and practiced a lot of “mindfulness” meditation. After a meditation we would often ask, “So what does this have to do with money?” During the first part...
How to find a financial planner who’s right for you

How to find a financial planner who’s right for you

How to Find a Financial Planner Who’s Right for You May 3, 2022 Question: I am new to investing and looking for a financial adviser. Do you have any advice for me? Answer: Plenty of people go to advisers with little to no experience in investing, but not all...

Pandemic Fraud About Greed, Not Capitalism

I pay a lot of attention to current events, both domestic and global, consciously choosing to consume a balanced diet of news sources that lean left, right, and in the middle. Even with trying to look at issues from both sides and be aware of my own biases, I still...