Billy's Blog

Owning individual stocks instead of mutual funds may give your portfolio certain advantages.

The alignment model is about aligning your decisions with your goals and your goals with your values.

The 4Rs is just one tool used by a Behavioral Financial Advisor™ to aid clients in making better financial decisions.

Behavioral financial advice attempts to bridge the gap between financial advice and successful financial outcomes by addressing human psychology, neuroscience & behavior as well as traditional financial advice.

Achieving success in your financial life can, at times, feel like you are attempting to survive a zombie apocalypse. This article is a survival guide of sorts.

Carrying credit card debt could be seen as one of the “Seven Deadly Sins” of your financial life. This article will help you shed those deadly sins.

There are a lot of “moves” that can set you back financially. This is my list of the top five to avoid.

The "Tax Cuts & Jobs Act" has opened the door for significant tax savings for recipients of qualified employee stock options. This article discusses one of the reasons why.

More and more 401(k)s today have a "brokerage window" option. This allows you to move your retirement plan money through it so that you can have a financial professional manage the money. This article discusses reason why you might want to do so.

In recent years, bonds have not looked as attractive as an investment as perhaps they did in the past. This article discusses why bonds should still be an integral part of most portfolios today.

When considering rolling over a 401(k) into an IRA, there are numerous consideration that should be taken into account. This article discusses reason that you "wouldn't" rollover a 401(k) into an IRA.