My 10 Favorite Articles from 2015
I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2015. All of these are from my blog, The Diligent Advisor, and all are from 2015. Perhaps you missed... Read More →
4 Year-End Money Moves
I can’t believe 2015 is almost over! It sure went by fast. As a result, some year-end money moves may have creeped up on you and your investments. So before you mentally check out for the holidays, here’s a few... Read More →
4 Smart Uses for RMDs
Retired? Taking Required Minimum Distributions now or soon to be? Then this is for you. What are Required Minimum Distributions or RMDs? At 70 1/2 you must take distributions from your IRA according to your life expectancy and the value... Read More →
Thankfully Retailers Staying Closed on Thanksgiving
Every year I look forward to my favorite holiday…Thanksgiving. Two years ago in my turkey day article titled, Retailers Are Ruining Thanksgiving, I wrote about retailers opening for the holiday. Unfortunately, more and more retailers have followed. Macy’s and Target... Read More →
Happy Veteran’s Day
I may have shared that I’m a Veteran of the U.S. Navy. In fact, I’m a disable veteran. One thing I’m most proud of in my life is my service to this country. Recently I had an appointment at the... Read More →
I Still Know What You Did (with your money) Last Summer
Every good slasher movie spawns a sequel! My article from last week I Know What You Did (with your money) Last Summer has done it this week in time for Halloween! Last week we revealed a few things we cover... Read More →
I Know What You Did (with your money) Last Summer
I saw a rerun of the classic slasher I Know What You Did Last Summer. The low-budget slasher film starring Jennifer Love-Hewitt, Sarah Michelle Gellar, Freddie Prinze Jr., and Ryan Phillippe was about four friends who are being stalked by... Read More →
Patience is a Virtue
I completely understand that the last few months have been scary with the swift drops in the market. Clients call everyday expressing their concerns, and asking me where do I think we go next. Look, it’s completely normal to have... Read More →
Rethink Loaning Money to Family and Friends
Don’t do it. That’s the first thought that flashes through your mind. A cautionary thought that is faster than a bug hitting a windshield! Whether it’s a buddy needing a little weekend cash, or an adult child that has some... Read More →
Welcome to The Diligent Advisor!
Welcome to my blog! I am definitely not a writer like Thoreau or Twain, perhaps Stephen King if you are horrified by my grammar or spelling. I have been a financial advisor for 19 years. Over those years, financial advisors... Read More →