Estimated Reading Time: 3 minutes The common thread connecting almost everyone we work with is a desire to retire on their own terms. Of course, for this to become reality, planning and preparation need to begin years in advance. The…
Estimated Reading Time: 2 minutes Investment graphs and performance charts don’t provide the answers; Market forecasts don’t either; Life is what matters. In our work, we listen, guide, and advise clients about life. That’s why what we do matters. Without…
Estimated Reading Time: 2 minutes Do you make money decisions because of pain? Most of us do, even if this isn’t fully acknowledged. Among the first descriptors in the definition of pain is punishment. People with financial pain feel like…
Estimated Reading Time: 3 minutes The first month of the year is a good time to focus on physical and financial health. On the physical wellness side, if you have turned on a TV or computer recently, chances are you’ve…
Estimated Reading Time: 2 minutes Most people realize that no matter how much you exercise, you can’t out exercise a bad diet. The same principle applies to investing; you can’t out invest poor spending habits. The grand majority of emphasis,…
Estimated Reading Time: 3 minutes I ran across a study recently that detailed the top anxieties that keep Americans awake at night. GfK Custom Research polled 1,000 American adults about sleep issues on behalf of Bankrate (a leading personal finance…
Estimated Reading Time: 2 minutes Is there a relationship between physical and financial wellness? Are your waist and your wallet connected? A colleague posed this query recently and I have been thinking about it ever since. On one hand there…
Estimated Reading Time: 4 minutes There are thousands of classic quotes about money and investing that contain morsels of truth. The problem is applying these to modern life can be difficult. Here are my Top 10 money maxims along with…
Estimated Reading Time: 2 minutes You can certainly overpay, overplay, and overreact with investments to the point that returns freely provided by the markets disappear. That’s bad, but not saving and poor behavior outweigh the importance of investments several times…
Estimated Reading Time: 2 minutes All investors have one common trait: their reason to save today is to support spending in the future. Of course, saving and spending represent opposite ends of the financial spectrum. One is easy, while the…
