The purpose of an emergency fund is not to make money. The purpose is to be there and help make sure you are protected and able to cover your monthly expenses and emergency expenses that may pop up. In this episode, Myles discusses what he feels is the right amount to set aside in your…

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I wanted to share these quick thoughts as we (start to) round the corner hopefully from this pandemic: We are pleased with our clients who followed our advice since the beginning of the pandemic last March, and stayed the course. We may be a long time waiting for a better real-world demonstration of our behavioral…

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It seems like it was last week we were ringing in the new year and now April is here – which means we are in the 2nd quarter of 2021. The year and the market have started off on a fast start. The vaccine rollout and the pent-up demand of consumers to get out and…

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It seems like everyone you know is talking about Bitcoin, but what exactly is it? Is it real, does it work, does it have a spot in your portfolio, and is it here to stick around? Today, I want to give just a quick basic background on what exactly Bitcoin is, with no other agenda…

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