Blog

Empowering You to Live Your Best Financial Life

Our expertise in financial, investment, and retirement planning will guide your path to financial fulfillment.

Sign up for our Tips!

Don’t Just Do Something!  Stand There!

Don’t Just Do Something! Stand There!

The annual update to DALBAR’s Quantitative Analysis of Investor Behavior (QAIB) study confirmed once again that when we make moves in our portfolio, we are much more likely to be losers rather than winners.

Guns vs. Butter

Guns vs. Butter

We have limited resources, be they friends, family, money, skills, experience, or whatever. There is nothing we have that is without limit. The key to finding your own financial happiness is allocating your resources appropriately.

Understand How Big Financial Changes Affect You in the Long Run

Understand How Big Financial Changes Affect You in the Long Run

At least once each year you will likely experience some big financial change. It could be a large stock award or having a baby. Or it might be missing out on a bonus round or a major repair on your home.

Create a Spending Plan

Create a Spending Plan

If you want to do everything you want in life and then die with a dollar in your bank account or whatever amount you want to leave your kids, there is a simple equation.

Plan to Leave Highly Appreciated Assets to Your Heirs

Plan to Leave Highly Appreciated Assets to Your Heirs

Today we are talking about legacy gifting. You may think you are too young to think about this, but I think you’re never too young to begin structuring your investments for the right long-term outcome.