Blog

There’s no right or wrong reason to sell your business; when you’re ready, you’re ready. Read more…

People say that cash is king, but they don’t always give their cash the royal treatment it deserves. Read more…

Should you invest in the market or pay down debt? Read more…

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…

Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…

With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. Since that time, the Federal tax law has grown from 26,000 pages to 70,000 pages. So, Read more…

I bought an airline ticket last night for an upcoming trip, thinking I’d found a deal. But after taxes, facility charges and carrier-imposed fees (what are those?), I was not feeling as confident in my purchase. Unfortunately, some employers feel the same way about their 401(k) plan—unsure if Read more…

Few topics in America are as polarizing as politics. With the presidential election as the embodiment of political discord, it’s no wonder last night’s results have caused such a stir. Read more…

One of the most frequent questions that I get asked by my friends and family is, “How much do I need to buy ________?” Read more…

Last month I had the pleasure of speaking at the Midwest Private Wealth Forum in Chicago on a range of equity market topics. One of my favorite questions asked was: “What is the biggest mistake you see investors making?” Read more…