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Paradigm shifts (and how to keep up)
Life has changed; how do we adapt without losing sight of what we want to achieve? Adaptability and planning is where I tend to go. As you’ve heard
Practical advice (and Frodo’s lesson)
Nerd alert ahead. Practical tips to follow. I think it’s safe to say that 2020 is not turning out like any of us expected or hoped. When difficult
Why I am an optimist
“The toilet paper had armed guards.” “We celebrated my birthday with a dinner party over Zoom.” “My officemate jumped on my desk and drooled on my keyboard during
Happy Friday
Good afternoon, I wanted to check in and see how you are doing and make sure you are getting everything you need. We are diligently working on a
Top 10 questions to ask potential financial advisors
When exploring partnering with a financial advisor there are many things to consider, here are our top 10 questions to ask during the interview process to ensure you
How Women Are Different from Men, Financially Speaking
We all know men and women are different in some fundamental ways. But is this true when it comes to financial planning? In a word, yes. Everyone wants
What Is a CERTIFIED FINANCIAL PLANNER™ Professional?
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While
Financial Planning: Helping You See the Big Picture
Financial Planning: Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the
Earnings Season: What Investors Can Take Away from Corporate Reports (Oct)
Publicly traded companies are required to report their financial performance to regulators and shareholders on a quarterly basis. Earnings season is the often-turbulent period when most companies disclose
Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Many market shocks, such as the downturn at the end of 2018, are short-lived once investors conclude that the economy is on solid footing. Still, major market plunges
Upside Down: What Does the Yield Curve Suggest About Growth?
On August 14, 2019, the Dow Jones Industrial Average plunged 800 points, losing 3% of its value in its biggest drop of the year. The Nasdaq Composite also
Step Up to Help Lower Capital Gains Taxes
Let’s say you bought shares of stock for $50,000 20 years ago. The company did well, and the stock appreciated so that the shares are now worth $150,000.
