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 me say before, no one knows how the future will play out, but we should still look ahead and think through the

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 times are upon us, it’s the most human thing of all to wish it had all happened differently (or to someone else).

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 a meeting.” One day, we’ll look back on these strange days and tell stories about the COVID-19 pandemic of 2020. But right

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 daily basis to ensure you and your families financial plan still fits with the goals we set up when we last spoke.

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 align with the best advisor for you and your specific situation. 1. Are you a fiduciary? Fiduciaries always have a legal and

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 financial security. But women often face unique obstacles that can affect their ability to achieve it. Let’s look at some of these

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 others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.

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 financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in.

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 their successes and failures. Performance lingo A quarterly report includes un-audited financial statements, a discussion of the business conditions that affected financial

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 such as the 2000 dot-com bust and the 2008–09 credit crisis are powerful reminders that we cannot control or predict exactly how,