Apr 12, 2024 | Behavioral Finance, Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog “Consistency is Attractive” In the age of social media, it’s so easy to get caught up in what the latest trends are and then adjust to ensure your life is oriented towards those trends. Older generations can claim that it is a “millennial” issue but...
Mar 15, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Uncategorized, Weekly Financial Thought
Blog Humility Comes with Experience The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what will...
Mar 7, 2024 | Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog The Life Satisfaction Smile I heard the concept on a podcast recently that was talking about what makes people truly happy. It’s an age old question and one that I would guess we aren’t going to have a universal answer for or “solve” anytime soon. That...
Feb 23, 2024 | Charitable donations, Financial Planning, Uncategorized, Weekly Financial Thought
Blog Re-Thinking your Giving with a Donor Advised Fund For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits. The fact that you are contributing to a cause that you are passionate about and one where you can see...
Feb 1, 2024 | Uncategorized, Weekly Financial Thought
Blog “Do I Need Umbrella Insurance” Umbrella insurance is an important risk management tool, particularly for people who have wealth, income, or future income potential. Additionally, it’s cheap relative to most other types of insurance! I’m always amazed at...
Jan 18, 2024 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “5 Keys to Investing in 2024” I enjoyed reading this recently published piece from American Funds. Yes, there are concerns as we enter into 2024, but is there ever a perfect time to invest?? What a difference a year makes. At the start of 2023,...
