A Stock Picker’s Tale

May 17, 2021 | General

Learn how an unexpected gift one of our partners received at a young age from a grandparent helped to shape his future. A Stock Picker’s Tale

The Keys (There Are Three) To Happiness

April 21, 2021 | Financial Planning, General, Ogorek Blog, Retirement

Arthur C. Brooks has been writing a series in The Atlantic magazine entitled “How To Build A Life”. His most recent installment, “How To Buy Happiness”, was thought provoking. I would like to share his observation that “the joys of money are nothing without other people.”   Studies have tried to equate happiness with achieving… Read more »

Playing With The House’s Money

April 14, 2021 | Financial Planning, General, Markets, Ogorek Blog

Learn why the "house money effect”, a cognitive bias, can cause issues for investors and how it can be avoided.

What’s The Money For?

April 9, 2021 | General, Ogorek Blog, Retirement

We can get so caught up in saving taxes and accumulating assets that we forget to ask ourselves what the money is for.

I Need More Time!

April 7, 2021 | Financial Planning, General, Ogorek Blog, Retirement

Do I need to reach age 65 before deciding what the best use of my time is? Is it a realistic question to be asking during my earning years?

Short Term Gain Can Cause Long Term Pain

March 31, 2021 | Financial Planning, General, Markets, Ogorek Blog

Why have the interest payments owed by the federal government continue to decline despite the massive amount of debt?

Relocation or Staycation?

March 26, 2021 | General, Ogorek Blog, Retirement

Thinking about moving when you retire? Before you make this life altering decision, here are a few items to consider.

Is The Bull Market Maturing?

March 24, 2021 | General, Markets, Ogorek Blog

Has momentum or contrarian investing been driving the market to new highs throughout this bull market run?

Align Your Financial Plan With Your Values

March 19, 2021 | Financial Planning, General, Ogorek Blog, Retirement

Does your financial plan reflect your values? Here are some areas that you may wish to examine to ensure it does.