Michael Jackson’s iconic Thriller album is the best-selling album of all time. It made Jackson tens of millions of dollars. In his life, he earned an estimated $1.1 billion from his songs. Yet he squandered it all. At the time of his death, he reportedly owed $500...

Your feelings can cloud your judgment and disrupt your financial plan. Panic happens when the value of your investments drops, especially when a sharp drop happens. You rush to salvage what value you can and sell. But investments go through cycles. While the value of...

One of the most powerful emotions is fear. The fear of losing money can be overwhelming. So, instead of grasping an opportunity, you let it pass you by. You miss out. We can help. We are guardians of your financial plan. Our job is to help you create a plan that will...

Inflexibility comes from having lost money before. Once bitten, twice shy. Instead of grasping an opportunity, you let it slip. You miss out because you decided you were never going to get burned again—even if it means missing out on genuine opportunities. We can...

Greed happens when you see the value of something skyrocket. Bitcoin, the stock market, a commodity... Driven by a fear of missing out (FOMO), you buy into a rising market so you don't miss out—only to find you've bought into a bubble just before it bursts and values...

Investing isn't easy and your own feelings can trip you up, even when you try to be as level-headed as possible. That's where a financial planner comes in. It's our job to help you put together a plan that gets you to where you want to go, without out all the emotions...