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Owning a first home is an exciting prospect. It has long been part of the quintessential American Dream. While owning your own house comes with many intangible benefits that are difficult to quantify, there is a financial aspect you must consider. A house and its mortgage will likely be the biggest Read more…

Stock markets have been choppy lately, with the S&P 500 off more than 10% from its highs. A decline of this nature is broadly labeled as a “correction.”   While it’s never fun to see your portfolio take a hit, losses are a normal part of investing. During bull markets since 1945, the S&P 500 has Read more…

I recently appeared on CNBC’s Worldwide Exchange with Brian Sully to talk about how investors should think about the market today. Read more…

My father-in-law, Tom, is the king of buying and selling used cars. Every two or three years he sells his car and buys another used car. And if he doesn’t come out ahead every time, he seems to at least break even. Read more…

If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice the rising temperature. Your hand adapts to the gradual change. Read more…

One of the first things to accept as an investor is that you will occasionally lose money – sometimes a lot of money – on the way to earning a decent return in stocks. The market will take unpredictable twists and turns throughout your lifetime. Read more…

Last week’s volatility was higher than a typical week in the market, but it wasn’t all that unusual from a historical standpoint. Read more…

I had the opportunity to a answer a few questions about my personal investment choices, career and worries, to name a few. An excerpt is below, and the interview can be found in its entirety here. Read more…

Just days after the launch of BrightPlan, I bumped into my friend Julie Cooling of RIA Database at Schwab IMPACT. She graciously invited me to talk about the launch, which you can view by clicking the image above. Read more…