Individual

Bear with me, this overused comparison actually works. Taking care of your vehicle is a great analogy for taking care of your finances. It would be far easier if you could buy a car off the lot, get in, drive, and never worry about it again. We all know that is not the case. On […]

Many young professionals give little thought to their retirement. And why should they? It is often 40-45 years away. There are “more important” priorities to address first; buying a car, buying a house, and traveling the world (at least pre-COVID).  While these are all important goals, saving for retirement CANNOT be neglected. While we could […]

The average American family wants to support their children in attending college, but few have a concrete strategy for doing so. While your family’s strategy will be unique to your goals, resources, and circumstances, there are some lesser known facts that could prove useful in the construction of your plan.  Despite what most people think, […]

The most challenging part of sitting down to write is always getting started. The same can be true of managing your investments. When we speak with potential clients, one of the most common phrases we hear is, “I’ve been meaning to get all this organized”. Clients often come to us with significant assets that they’ve […]

In my early twenties, I learned an invaluable tool for mitigating stress. It is pointless to spend a second of my time or an ounce of energy on a problem over which I have no influence. I have found it to be a principle applicable to dilemmas of every scale, which I will demonstrate with […]

When it comes to investment advice and/or financial planning, your options are unending. In fact, data from 2018 shows that there are more than 300,000 “advisors” in the U.S. alone1 – and that figure is growing rapidly. These “advisors” are spread across a myriad of business configurations – from enormous broker-dealers like JP Morgan, to […]