Blog

With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...

What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this point, retirement. Conventional wisdom might suggest, now that you have reached retirement, you need to be as conservative as possible with your investments in order to preserve them for the rest of your life. But, did you know that being too conservative can create more risk to the longevity of your assets than being more aggressive? Also, withdrawing too...

Financial Coach, who is that? Perhaps a Financial Coach is someone you have never heard of, but someone you never knew that you needed. A...

The Decision to Buy or Rent: There comes a time in life when we all move out of our parent’s house – whether it’s leaving for college,...

When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...

The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...

Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

One thing I’ve been talking about with clients more this year, especially as the year has progressed and interest rates have increased,...

Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...

With the Christmas Season rapidly approaching and inflation at an all-time high you may have already thought about your shopping budget....

Have you thought of asking for or giving a gift card recently? “What would you like for your birthday?” Or how about, “Is there anything...

Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...

The importance of meal planning As important as an exercise program is, the same importance is placed on meal planning, both if you’re...

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any mid-to-large expense but haven’t pulled the trigger because you aren’t quite sure what the tax consequences will be? If your plan is to purchase an item with cash or check then you don’t have to worry about tax consequences; but if your plan is to purchase an item using money out of your brokerage account, then you might want to read this article. What is a...

You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

Mistakes easily made with the grocery store. Have you ever run into the grocery store for “just a few things” and ended up with “a few...

How do I save for my kid’s future college expenses? As Advisors, this is a common question that clients have for us. There are many ways...

How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...

What is an “influencer”? Influencers are more of a modern term gaining popularity in the last several years, due mainly to social media....