Have You Had Your Financial Checkup This Year?

A lot can happen in one year. Has there been a marriage or a birth in your family? Have you recently changed careers? These life changes often come with a price in the form of an inevitable increase or decrease in your expenses. When this happens, it’s important to...

Why It Pays To Stay Optimistic When Investing

Being in finance for over a decade I’ve sometimes witnessed the reactionary behavior of some investors the moment that the markets experience fluctuation or volatility. Adopting a pessimistic outlook may lead you to panic, whether it is in your daily life, or in your...

What is the Best Way to Invest Money?

One of the most common questions I have been asked over the years has been “what is the best way to invest money?” or “what is the best way to grow my wealth?” I hear this from clients, journalists and particularly at dinner parties or special events. And while I’ll...

How Long Will Your Retirement Savings Last?

If you have ever asked yourself how long your retirement savings will last, you are not alone. Whether you wonder about how much you’ll need to save in order to retire at 65, or at any age, mapping out the path to your destination is extremely important, and reviewing...