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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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...
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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...
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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...
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3 Election Cycle Investment Considerations
#1-521731 The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury...
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3 Steps to Prioritizing your Decision-making
Sometimes, it’s really hard to make decisions. The more important the decision at hand, the more likely there are...
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LPL Financial Mid-Year Outlook 2016, by Burt White, Chief Investment Officer and Manager of Research
http://lpl-research.com/~rss/LPL_RSS_Feeds_Publications/CL/Client_Letter_071216.pdf
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8 Costs Associated with Downsizing Your Home
Downsizing one’s home has long been a strategy for empty nesters. The kids are gone, rooms aren’t being used and the...
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6 Major Problems with Self-Diagnosing your Financial Life
We live in an age where information is abundant and cheap. How many of us read mainstream media headlines instead of...
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