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
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”
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
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
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,
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
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
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
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