After the first month of 2021, the groundhog saw his shadow and a new administration is still trying to pass more economic stimulus through our divided legislature. Vaccines are being administered with geographically varied degrees of efficiency and pictures of …
January 21, 2021 Economic and Market Update Webinar
January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential …
Last Minute Money Moves for 2020
Congratulations, you survived 2020!
There are only a few weeks left in the year, but still enough time for a few money moves.
Many economic commentaries have noted a “K-Shaped” recovery. This means that the economy has gone in very …
Market Meditations
I’ve been listening to the news too much lately. I can tell because I know a lot more about France’s quarantine measures and the presidential election in Côte d’Ivoire than strictly necessary. More relevant to my workday, I had the …
Economic and Market Update Webinar
We all know it’s been an unprecedented year, but how have the economy and markets been affected in 2020? Please join us for a special webinar to discuss what has happened year to date and how we can prepare to
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6 Common 401(k) Myths, Debunked
If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) …
What is Return on Life™?
Is Your Money Being Used to Improve Your Life?
There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we …
What is Socially Responsible Investing?
Would you like to invest in companies which share your social or environmental goals? Are you concerned about indirectly supporting a industry or company you disagree with?
If so, you may be interested in a movement known as “socially responsible …
Your Financial Garden in 5 Easy Steps
My core clientele are busy professionals and entrepreneurs. They are ready to get serious about building their financial future, but don’t know where to start, and don’t have time to figure it out.
Maybe I’ve been spending too much time
