Financial Goal Setting for the New Year
It’s not long before the holidays have passed, the calendar flips over, and we begin at least a few weeks of accidentally writing the wrong year on anything we date. (We’re thinking that’s not just a financial planner problem… right?) As always, a new year comes with the pull to declare a new set of […]
Read ArticleAfter the Vows: Financial Tips for Newlyweds
Once the wedding is over and you’re back from your honeymoon, reality settles in; your life is going to be different. Here are the crucial things you must take care of immediately to get your new marriage in order from a financial perspective, and a few extras if you’re not satisfied with the minimum. The […]
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Fantasy sports & financial planning: Capitalizing on skill over luck As of late, kick-off probably isn’t exactly the same for quite a few people around the US. Why? Because six states (and counting) have deemed daily fantasy sports illegal. Most recently, New York joined the mix after an onslaught of advertising popped up in […]
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Everyone loves a new restaurant: the allure of a new menu, a fresh atmosphere, an exciting experience. Yet even when that restaurant is started by a local powerhouse who’s boasted major success in the past, a flourishing entrance and prosperous existence isn’t always guaranteed. Such was the case with St. Philip Pizza, a highly-anticipated […]
Read Article10 Smart Year End Planning Moves
The end of the year is fast approaching, and now is the perfect time to review items you might want to consider as you get set to enter 2016. Investment and financial planning Review your income or portfolio strategy. Are you reaching a milestone in your life such as retirement or a change in […]
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It’s that time of the year again: with the leftover turkey chilling in the fridge and the fall decorations quickly turned into holiday cheer, all signs point to shopping and sugarplums. But even with the overwhelm of parties to attend, cookies to be baked, and shopping to be done, we can’t ignore one major aspect […]
Read ArticleRebalancing Interview with Morgan Smith
Morgan Smith was recently interviewed to discuss the importance of rebalancing and provided tips to investors to make the practice easier. Below is the full Q&A with insightful tips to take away… In your opinion, why do so many people fail to rebalance? What do you tell your clients when trying to convince them […]
Read ArticlePreserving Your True Wealth
Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]
Read ArticleMarket Trends
Market Commentary Let’s not forget that the biggest determinate of the success of bullish strategies (buying stocks, ETFs, mutual funds) is the market itself. Most things trend with the market. Markets always move around — but a series of higher highs and higher lows is a sign of a strong trend. #1 shows us the last […]
Read ArticleThe Seasons of the Market
The Clouds Part We have seen an interesting turn of events for the market, one that favored the bulls and rewarded those who did not abandon the strategies we recommend. Notably, upward momentum came in a month that historically has a ghoulish reputation. But as we point out shortly, reputation and reality do not always […]
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