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...
Read More
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...
Read More
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...
Read More
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...
Read More
Alert: Read the Fine Print!
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors...
Read More
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...
Read More
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...
Read More
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...
Read More
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 &...
Read More
Is Your Financial Plan a Strategic Plan?
I was at a conference this week, where there were many different financial advisors listening to many industry leaders...
Read More
4 Major Questions for Owning Property Out of State
#1-525382 So you own/or are looking to own a property that’s out of state. Maybe you are moving and deciding that...
Read More
The Rule of 168
#1-524000 Every year, in the week leading up to vacation, I think about how I spend my time and how much I look forward...
Read More