December is National Giving Month. With so much consumer marketing, how can we turn our focus to generous, tax-efficient charitable giving? Read about three unique gifting strategies in today’s blog.

Have you ever been tempted to turn your finances into a concrete garden? Jogging past a house in my neighborhood recently made me think about how this oddity naturally rears its head with investments.

The world of alternative investments is as fascinating as it is diverse. One popular alternative investment is the collectible category of high-end watches. Originally written for the Horological Times, this post looks at how investors should view these real assets and provides some keys to successfully investing in them.

Patchwork quilts may not be for everyone, but investment diversity certainly is. Read what the market asset (quilt) chart tells us about the importance of investment diversity.

Compound interest has been called the “eighth wonder of the world.” This Valentine’s Day you have the opportunity to access an even greater compound interest.

Do you fall into the trap of Groundhog Day investing? Learn three ways to avoid the cycle of chasing “hot” investments, selling low and over-concentration in a single market sector.

February marks the death of most New Year’s resolutions. With an estimated 80% failure rate, is there a more effective way we can incorporate change this year?

Running a Turkey Trot 5k with my five-year-old this year gave me reason to rethink the connection between physical and financial fitness. When it comes to financial fitness, are we focused on wealth-building alone, or do we also prioritize legacy-building?

Financial gurus are quick to point out how much money we could save if we just quit buying some of our favorite things. Aside from being some of the most annoying financial advice you’ll hear, it’s not terribly effective either.

The scariest specter this time of year might just be the onslaught of apocalyptic political ads leading up to the 2022 midterm elections. If dire predictions on the market’s reaction to the election has you spooked, consider some past midterm results.