Steve's Market Commentary
Approaching Retirement? Here Are 15 Top Tips For You Right Now
While we all eagerly await our retirement years, preparing ahead of time will make a crucial difference in your quality of life, state of health, and peace of mind.
Saudi Arabia Just Floated The Largest IPO In The History Of...
While the world is moving toward an era focused on clean energy, Saudi Arabia's state owned oil company, Aramco, is raking it in. Steve' commentary explains it all.
Recession Coming? Watch These Four American Counties For Early Warning Signs
Predicting the next recession is nearly impossible, but these four local economies have signaled a recession every time.
Where to Focus Your Financial Planning: Your Retirement Or College For...
There’s a good chance you’ll be planning for your retirement AND planning to send kids to college. It’s important to know where your financial planning focus should be to keep your “golden years” golden!
9 Ways To Save The Most Money, Ever
When it comes to building your nest egg, these little moves can add up big and help you save the most money....ever.
Become The One Person You Can Count On For Financial Success
Become your own biggest motivator for financial success. Here's how to channel your energy to save, invest, and become financially independent.
How To Invest Inherited Wealth
Should you invest an inheritance all at once or over a period of time? Discover how dollar-cost averaging may work against you instead of for you!
Financial Planning For Your First Child
While becoming a parent is very exciting and fulfilling, it’s also significantly life changing. Here's everything you need for successful financial planning for a baby.
Here’s How To Handle Today’s Market Volatility
You always climb a wall of worry in Wall Street and it really does you no good to fret about it. But, is this market volatility giving reason to panic?
My Brush With Bernie Madoff
It was circa 2004 when I got a call from a client just begging to sign up with Bernie Madoff...it was a good thing he called me.