
Social Media’s Impact on Your Money Mindset
There are a variety of viewpoints on how social media influences our society – both good and bad. After all, some people are spending hours

The Latte Factor
When I first started in the financial services business years ago, I was in a training meeting and one of the instructors told us a

Keep Politics Out of Your Portfolio
In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in your portfolio. There is a

Trust Me, It Works!
In my professional opinion, one of the most impactful things you can do to take back a little time every day for yourself is to

We All Have Money Blind Spots
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of

The Long Term Care Dilemma
As our business and our clients mature, so do the topics that tend to take center stage in client reviews and discussions. Over the past several