Take a look at this chart. This is the weekly price of an S&P 500 fund, going back to the start of 2012. What do you notice? Yes, it's...

Given the recent collapse of Silicon Valley Bank, I thought it would be worthwhile to offer some education on the protections that Schwab...

It's not every week that a bank fails, and it's never a good sign. But to what degree does the collapse of Silicon Valley Bank (SVB)...

Last week, Silicon Valley Bank collapsed and was taken over by the FDIC. The short version is that they didn't have enough capital on...

This year, those of you with taxable investment accounts will receive a tax-reporting form from your custodian bank (such as Schwab, TD...

One key principle of good wealth management is to store your money in things that hold their value. This is good investing advice as...

‘Tis almost the season for New Year’s Resolutions, so I wanted to get this article out while you’re still formulating those goals because...

As a geriatric psychiatry nurse, my wife has a unique perspective on issues like aging, end-of-life care, and Alzheimers. According to...

You have been working hard for most of your life, contributing to retirement accounts, and hoping for the best rate of return you could...

The following is a story about what happened to our family friend, George. Of course, like all the best frightful tales, what makes this...

Link from: https://www.livescience.com/diseases-despair-rising-us.html

Given the current market environment, I bet many of you are wondering, "should I sell my stocks? What if the market keeps going down?"...

First off, this isn't meant as a blanket recommendation for anything. Consult your advisor for whether this is a good fit for you and...

Welcome to September, my favorite month to be an Oregonian! Hopefully you're enjoying life and making the most of this good weather while...

Big news! I am officially a CFA Charterholder! To give you some context, the Chartered Financial Analyst (CFA®) credential is the most...

This month's newsletter is a bit of a departure from the usual books, podcasts, etc. Since it's (finally!) summer, after an especially...

I have just two recommendations for you in this month's newsletter. I think what I most enjoy sharing is something that empowers a...

The biggest financial risk is running out of money in retirement. Are there other risks? Yes. But are they more important than making...

First off, let me say, this isn't advice tailored to your individual situation. HSAs aren't a good fit for everybody, as I discuss at the...

I thought this conversation between Tim Ferris and Rick Rubin was really interesting. Rick Rubin is a record producer who has worked with...