Money and Emotions
Money Can’t Buy Happiness, or Can It
Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Money, Happiness, & Meaning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
More Stimulus Aid on the Horizon
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
Mutual Funds and ETFs: What’s the Difference?
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
Talking About Money
Tax Planning Strategies For 2019: How Can You Act Now?
Teaching Your Kids to be Grateful and Giving
Teaching Your Kids to Invest Early in Life
One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
The Advantages of 529 Plan Educational Funding
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?