Preparing for a First Meeting with a Financial Advisor

You have a first meeting with a new financial advisor, congrats! You’re taking an essential step in forging a path to financial confidence and clarity. But this is more than just a casual chat; it’s a critical conversation to determine if this professional is the right fit for you. You’ll need to equip yourself with […]

The Real Answer to Your Financial Questions: It Depends

When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should save for retirement, or how to minimize your tax burden, the response is often the same. And while “It depends” might seem like a cop-out, […]

Why Do We Worry About Money?

It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it doesn’t alleviate every fear, insecurity, or concern. These fears run deep, often stemming from childhood experiences, societal pressures, or the responsibility of managing wealth. Understanding the psychology behind this phenomenon […]

Time In, Not Timing

Easier said than done right? We hope working with our team has made you and your family feel more confident during times of market sell-offs and headline risk (like recently!). If you think about it logically, the “time in, not timing” theory applies to most goals. Retirement, health and fitness, college savings, your golf or […]

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 a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how these networks influence our clients’ spending, […]

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 story within personal finance that resonated with me.  It resonated so much so that I made a small change in my life at that time that was consistent with the message being taught […]

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 certain allure of aligning your portfolio with your political beliefs, but the lessons of history underscore the significance of maintaining a clear boundary between the two. Here are a few […]

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 turn off or limit the notifications on your phone.  This may not sound like financial advice, but it is. The more clearly you think and the calmer you are as […]

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 reality, but can easily go unnoticed. In the world of finance, this can have costly implications. Imagine Sarah, an IT executive. She’s tech-savvy and feels very confident investing in the […]