Make Room for the "New"
I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks...
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Santa Makes a List and Checks it Twice, So Should You
Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to...
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7 Year End Financial Planning Considerations
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family...
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When In Doubt, Ask Yourself: "Why Am I Invested This Way?"
There are many opportunities to question our investment choices. We probably do this when we review our financial...
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Change, While Sometimes Uncomfortable, Is Inevitable
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For...
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The Three-Step Investment Process
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more...
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Identifying Ineffective Leadership
No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that...
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Alert: Read the Fine Print!
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors...
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Alert: Read the Fine Print!
Alert: Read the Fine Print! As independent financial advisors, we don’t represent any one firm, strategy or product. So...
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Find Your Financial Health Fitbit
Tracking #1-540496 Find Your Financial Health Fitbit I wonder how many people in the world now own a fitbit, or some...
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7 Reasons Why Net Worth Should Be Your Financial Health Barometer
Video #1-535590 We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so...
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3 Strategies to Consider When the Market Drops
#1-532768 “What goes up, must come down.” Whether you attribute that quote to Isaac Newton or the band Blood, Sweat &...
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