Investing Episodes

As a CFP®, I’m often asked about my services - and what makes me different from others who provide financial coaching or advice. To begin, the term financial planner encompasses a pretty broad area. For example, some advisors...

Investing in the ADHD-Friendly Way The term ADHD-friendly means intuitive and low stress, so new investors will want to select the right investment company. After researching companies providing various automated investing se...

Successful long-term investing is not so much about the tax treatment of your account or which investments you select. Those things are important, but they pale in comparison to the most critical variable of investing. That's...

Today we are going to talk about 9 key investing principles and concepts that every beginner (or pro) investor should understand. I have been fielding more and more questions from clients about how to get started investing, a...