Financial Library

Buying a house is usually the most significant investment decision anyone ever makes. Owning a house also tends to have an outsized impact on a person’s overall financial strategy during …

A job change is no longer just about higher pay or a better title. It can also be about achieving a healthier life balance or simply trying something new. In …

The focus here is on you as an investor! What do you bring to the table in terms of investment experience and personal temperament (emotions) that impacts your investment returns …

When their investment savings plummeted in the 2001 stock market crash, Adam and Sonya were concerned, but not panicked. Retirement was a long way out, so they had plenty of …

Recently retired Ross and Penny have an estate planning challenge. They’ve accumulated a comfortable net worth, with a good portion of it in liquid investments. They plan to leave everything …

Horatio Alger1 was an American writer of novels about impoverished boys rising from humble backgrounds to middle-class security and comfort through hard work, determination, courage and honesty. His writings were …