Financial Advisor, Financial Planning
The financial planning process can hold a different meaning depending on who you ask. If you were to ask a random person on the street what the financial planning process is, they might say, “budgeting and saving money.” While this answer is not wrong,...
Financial Advisor, Financial Planning, Market Events
The coronavirus is still very much with us, as is much of the economic dislocation resulting in sporadic lockdowns. Granted, we are closing in rapidly on a vaccine…indeed, a number of vaccines. But it may be quite some time yet before most of us will get access...
Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
Financial Planning, Investing
Just as the seasons shift from winter to spring, markets also move through cycles of change. Some seasons bring growth and optimism, while others test investors’ patience. In recent years, investors have weathered sharp declines followed by equally rapid...
Building Wealth, Financial Planning
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them to be organized so that they can easily find things in their rooms. You don’t want them to be late for school because they can’t find their...
Financial Planning, Investing
When markets swing, it’s natural to feel like your stomach’s dropped with them. Whether it’s a sudden dip or soaring high, investing can bring out real emotions, and for good reason. Your money represents your future, your goals, and your peace of...
