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Is Dividend Stock Investing a Good Strategy?
tl;dr version: dividend stock investing isn’t inherently good or bad, but it faces an uphill battle in our current growth-stock dominated environment. I have experimented with dividend-focused investing at times through my 20-year investing career. Who doesn’t love the idea of a juicy cash yield hitting your investment account every quarter? Dividends were even etched in our collective consciousness through many

Making Money ≠ Having Money
Oftentimes, I hear people talk about how so-and-so has a lot of money. What they really mean is that so-and-so spends a lot of money. Or, perhaps a better phrasing would be that so-and-so wants to look like they have a lot of money. However, research consistently shows that one of the strongest ongoing traits in America’s millionaires is simple frugality: spending fewer dollars than what

What are Stocks Going to do After the Election?
Ah, market timing. The holy grail of investing, right? If I can see the next big crash coming, I can avoid steep losses and thereby grow even wealthier. It sounds great, but it really is a fool’s errand. A handful of clients have recently asked for our prediction of what stocks will do following this election. We know that if a

Beating the College Debt Trap
Our daughter Evelyn was born in June 2015, and we just had our second child, Ford, a couple of weeks ago. What better time to start planning for kids’ college than when you have two children under the age of 2? Naturally, as a financial planner, I have already been contributing to accounts for the benefit of our children (both

Habits of the Affluent
Growing up, I thought there was some magic formula to building wealth. There had to be a secret sauce. I wondered if I had the “It Factor” necessary to become affluent. Today, I know there really is no secret sauce. It’s about hard work and consistent behaviors. As you have probably heard us say in our conference room, building wealth is