Good News… and ONLY Good News
During the past year, you probably became used to hearing statements that sounded similar to “of course [insert negative event] happened… it’s 2020!” Last year had its ups and downs, but I would venture to say that there were plenty of good things that happened amidst the chaos. Here is a roundup of the exciting events that happened at […]
Someone Needs to Do the Work
Earlier this year, we examined the concept that, while economies go into recessions, good financial behaviors do not. This is a continuation of those thoughts. This past weekend, my family and I did some post-summer/pre-fall outside work. We were digging through a bed of rocks that surrounds our house, which meant tearing through the lining underneath and […]
Stats > Stories
If you have spent any amount of time with me in one of our conference rooms, you know I am a big fan of a good story. I believe that a compelling story or a personal anecdote can oftentimes add just enough of the right flavor to bring home an important point. However, while stories […]
Good Financial Behaviors Never Go Into Recession
As we’re in the midst of the COVID-19 health and financial crisis, you likely have been watching the stock market decline and worrying, “what does this mean for me?” While we won’t know the extent of the overall economic impact for quite some time, we know this forced economic contraction will be severe in the […]
Fun with Facts & Numbers
Social Security What does that mean to you? A big part of building a sound retirement plan is better understanding how much money you’ll need in retirement. While Social Security will likely be a part of your plan, it is still important to build an investment portfolio that will help sustain your lifestyle in retirement. […]
3 Ways We Train, Educate and Continue to Learn in Our Business
This business is one of ever-changing rules, trends, and technology. Our entire team is committed to maintaining excellence in the technical aspects of wealth management and client service. In order to do so, we create a budget of both time and money each year for every team member to improve their abilities through educational opportunities. […]
Investment Planning and Asset Allocation
When talking about investing or portfolio construction, one of the core philosophies you should learn about is asset allocation. What is asset allocation? It is an investment strategy that aims to balance the risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. The three main asset classes – equities (stocks), fixed-income (bonds), and […]
Election Results
Election season has become a trying time for many people in our country. I can certainly appreciate the sentiment. The depth to which people’s character seems to dive is shocking and extremely disappointing. It certainly seems that we have moved away from common sense and articulate debates as it relates to issues the government should […]
