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
Market Update: 2017 Year in Review
2017 was a strong year for the markets around the globe. Here is a brief review of performance and key themes for the year.
Equities
- Domestic Stocks:
Improving economic performance and the signing of the Tax Cuts and Jobs …
Is it Time to Update Your Financial Plan?
For many of my clients, a life event or transition forces them to seek out the advice of a financial planner for the first time. You might have had a loose financial “plan” or set of expectations, but something happens …
Are Vacation Homes Good Investments?
Guest Post By Diana Fishlock
A great vacation often sparks dreams of owning a getaway home. It seems perfect after that beautiful week near the ocean or the mountains with no responsibilities. It may also seem like a retirement option …
