In Defense of the Home Mortgage: Not all Debt Is Bad Debt

I believe it’s time to take a fresh look at a timeless question: Is it better to own your home outright or maintain a mortgage? Given all the factors involved, an experienced wealth manager can really earn his or her keep on this one. When weighing the advantages and disadvantages of holding a mortgage, it’s […]

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Topics: Advice, Budgeting, Investing, Investment Strategy

The Top 10 Places Your Next Dollar Should Go

There is no shortage of receptacles clamoring for your money each day. No matter how much money you have or make, it could never keep up with all the seemingly urgent invitations to part with it. Separating true financial priorities from flash impulses is an increasing challenge, even when you’re trying to do the right […]

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Topics: Advice, Budgeting, Investing, Investment Strategy, Investor Behavior

Budgeting Knows No Boundaries: A Guide for the Wealthy

“You don’t really do this stuff—do you?” The question came from a major network anchor after the camera stopped rolling. The topic was budgeting.

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Topics: Budgeting, Investment Strategy, Investor Behavior