The Best Way to Invest One Million Dollars

When we think of Mark Twain, we normally think of one of the greatest novelists in American history. However, as revolutionary as he may have been as a writer, Mark Twain was not exactly the best investor. In fact, by the age of 59, Twain had lost nearly his entire...

How to Cope with a Volatile Market

We’ve written before about topics like market volatility, but sometimes it is helpful to have a list of “go-to” rules to remember when the markets experience a bit of downturn. To get your mind back on what matters most, here are a few things to remember to help you...

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...