Tax Loss Harvesting Video Transcript Welcome back to the video series called The Bear Market Playbook. And in this video, we’re going to...

When I was a freshman in high school, I decided to play football with the 9th grade team. I’ll admit now that I was doing it for personal...

Bear Market Playbook Transcript We are officially in a bear market. So I wanted to put together a video series called the bear market...

WHY Hire a Financial Advisor A lot of people go back and forth about whether or not they should hire a financial advisor. In this video,...

“Let’s play old guys versus young guys,” I said to the group. I always like to watch the younger guys’ eyes light up when I utter this...

As I shared in Part 1, I love doing impromptu Q&A sessions during my workshops on retirement or financial planning. Just like attendees...

Click on photo to view webinar UNEDITED Webinar Transcript: Michael Baker  01:14 Thank you for everyone that’s going to tune in and watch...

HALFTIME 2021: A Discussion About the Economy and Markets For those who don’t wish to watch the full length interview, you can find an...

Bitcoin is once again dominating headlines and conversations, as the recent price of Bitcoin surpassed $40,000 for the first time. In an...

My first football practice in high school was nothing like a traditional football practice. There were no helmets or pads. No one was...

Over the holiday weekend, I took up an activity that I hadn’t done in years. I worked on a jigsaw puzzle. The puzzle, a 600-piece global...

Over the last several weeks, it has been a whirlwind of headlines from the financial media. Despite some very encouraging fundamentals in...

What a finish to 2017!  As unlikely as it may have seemed at times, the Republicans pushed through their tax legislation. I promised that...

If you’ve been paying attention to the talking heads lately, you’ve probably heard something about the phenomenon that is Bitcoin. Or...

Like anything in life, moderation is important. Technology has not only enabled us to connect with long lost friends and family, it can...

Receiving an inheritance is nothing short of a blessing. With increased longevity taking hold of both the Baby Boomers and their parents,...

In fact, the same exact study (the 2017 version) just published a nice infographic that shows us what most people spend their time...

In the many years that I have been fortunate to work with couples and families as a financial planner, I have seen, heard, and witnessed...

I recently read a book by Andy Andrews that was titled The Little Things, and if you’ve ever read Andy Andrews, you know that his style...