Showing Your Money Love on Valentine’s Day

Feb 14, 2020 | Behavioral Finance, Investing

“Showing your Money Love on Valentine’s Day” I know what you’re thinking: “What a romantic topic for Valentine’s Day!”  However, there is good reason to talk about finances on a day normally dedicated to romance and that’s because money matters are one of...

Best Advice Received by Financial Advisors

Feb 7, 2020 | Investing

“Best Advice Received by Financial Advisors” As financial advisors and/or wealth managers we tend to focus the attention on providing advice and guidance to our clients without have the spotlight ever turned back on us.  Much like a doctor or physician, when we...

Client Headlines NOT News Headlines

Jan 31, 2020 | Behavioral Finance

“Client Headlines NOT News Headlines” We recently met with a fund manager who has over 25 years’ experience in the industry and we asked him what his outlook was for 2020.  He proceeded to rattle off a number of global factors that could impact markets and the...

Term Life or Whole Life Insurance

Jan 24, 2020 | Investing

“Term Life or Whole Life Insurance” When it comes to life insurance, most people know they should have something in place, but get confused with all of the different options in front of them.  Life insurance? Eh, we will think about that once we hit that certain...

9 Simple Tips for Financial Success

Jan 17, 2020 | Investing, Retirement

“9 Simple Tips for Financial Success” Having success with finances doesn’t have to be complicated or chalked up to some mystery that only ultra-wealthy individuals know.  Success also isn’t necessarily about being smarter or working harder than everyone else. ...