Why Planning Matters

Don't plan to fail by failing to plan.

A Fee, or a Tax?

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

It's not the Market that is bad; often it's the Marketers who lead us astray.

Jamie Menges will be a guest on “Your Money” hosted by Wharton economist Kent Smetters on Tuesday, July 14th, 2020 at 5pm.

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

Millions of Americans are getting their stimulus money this week but the way in which they use that money differs from person to person.

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.