Showing Your Money Love on Valentine’s Day

Feb 14, 2020 | Behavioral Finance, Investing

“Showing your Money Love on Valentine’s Day” I know what you’re thinking: “What a romantic topic for Valentine’s Day!”  However, there is good reason to talk about finances on a day normally dedicated to romance and that’s because money matters are one of...

Best Advice Received by Financial Advisors

Feb 7, 2020 | Investing

“Best Advice Received by Financial Advisors” As financial advisors and/or wealth managers we tend to focus the attention on providing advice and guidance to our clients without have the spotlight ever turned back on us.  Much like a doctor or physician, when we...

Term Life or Whole Life Insurance

Jan 24, 2020 | Investing

“Term Life or Whole Life Insurance” When it comes to life insurance, most people know they should have something in place, but get confused with all of the different options in front of them.  Life insurance? Eh, we will think about that once we hit that certain...

9 Simple Tips for Financial Success

Jan 17, 2020 | Investing, Retirement

“9 Simple Tips for Financial Success” Having success with finances doesn’t have to be complicated or chalked up to some mystery that only ultra-wealthy individuals know.  Success also isn’t necessarily about being smarter or working harder than everyone else. ...

The Importance of Zero-Based Budgeting

Jan 10, 2020 | Investing

“The Importance of Zero-Based Budgeting” Budgeting isn’t the most exciting topic, but it is the nuts and bolts of someone’s financial picture and is a snapshot into what they value when it comes to money.  While saving and investing are important parts of...

2010’s, A Decade in Review

Dec 27, 2019 | Behavioral Finance, Investing

“2010’s, A Decade in Review” As the 2010’s decade draws to a close we thought it important to pause and take a look back at how the financial landscape has changed from 2010 through 2019.  Remember how bleak things looked in 2010 as investors had just come...