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Finding A Financial Advisor Even Your Mom Could Trust

You’ve come to the conclusion that you need the help of a financial advisor.  Multiple friends have given you “their guys” name.   You’re confused and overwhelmed.   You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar?  That’s not surprising at all.  For most…

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Monday Morning Motivation – Expectations

Are my expectations reasonable and aligned with what is most important in my life?

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Why Emotions Cause Investors to Fail

If you have spent any time doing research into investing, you quickly discover that there is a straightforward, well-proven recipe for success: Implement a solid investment strategy built around asset allocation. Make sure the strategy is well defined via an Investment Policy Statement (IPS) and have the discipline to maintain and adjust this policy over…

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Monday Morning Motivation – Anxiety

Are you going to let anxiety have control of your mind, or would you prefer to take back control of your feelings?

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Cash Out Your Stock Options?

With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds.  While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…

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Monday Morning Motivation – Comparison

Will you choose gratitude or comparison this week?

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Should You Hire a Financial Planner?

If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost.  Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible.  And that is great advice that…

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Monday Morning Motivation – Miracles

Are you taking the time to notice the little miracles around you?

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Costs Matter – Understanding ALL of the Costs

Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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