You’re a financial planner, so you just help people pick investments, right?

Wrong. I’ve gotten this question more times that I can count, and though it may not be verbatim as the title, the questions/comments come in all forms (‘I received my bonus yesterday, which stock should I buy” or ‘Wow the market really took a dive, which stocks are poised to go up the most?” or “I’ve been watching Dave Portnoy …

Understanding the Difference Between Mutual Funds and ETF’s

In the world of investing, I can think of very few things that come to mind that could be described as ‘simple’. I could make the argument that the nature of investments and investing is overly complicated and marketed in a way to sway you into thinking that you need to hire a portfolio ‘expert’ if you want to be …

3 Mistakes Parents Make When Planning for College

  Planning for college is a huge financial decision. There are also many emotional components tied to this endeavor, whether it be the students desire to attend school with your friends, attend their parents’ alma mater, or to be accepted into their dream school (even if this school comes with a significant price tag!). Because of the way many parents …