One-minute videos: my new obsession!

I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®.  I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!

Fighting short term jitters

I am not going to bury the lead:  "short-term" does not apply to your long-term investment goals.  While everyone has different ideas and goals for those long term assets, it shouldn't matter if you are 5 years or 35 years away, your investment allocation should already be set appropriately for that time horizon.  But, oh, … Continue reading Fighting short term jitters

Back-to-school in AZ: think tax credits!

Summer vacation season is coming to an end here in Arizona, even if summer temps are not leaving us. Now is a good time to take a look at two things related to the new school year: back-to-school budgets and tax credits. I don't have to tell any of you who are parents that kids … Continue reading Back-to-school in AZ: think tax credits!