Learning & Insights

I read an article the other day that stated, “77% of Americans are anxious about their financial situation.” Here are...

The other day, my daughter asked me about credit scores—here is what I told her: It is usually wise to...

My daughter is heading to college in a few weeks, so it’s befitting to talk about student loans. Going to...

With recent inflation, prices for everything have increased, stretching budgets thin. When under financial stress, most people wish they were...

Most young adults can’t imagine their wrinkled, old, future selves, so many don’t worry about retirement—this is a big mistake...

The terms “financial advisor” and “financial planner” are often used interchangeably, but there is a subtle difference between the two....

The commercial real estate sector has significantly contributed to economic growth, generating substantial income and creating numerous jobs. However, the...

I just read an article discussing how AI can replace human financial advisors. While the rise of AI is making...

The stock market made some positive traction this past month. While I welcome the gains, I don’t believe this is...