Fixing Bad Financial Behavior

Fixing Bad Financial Behavior

It’s one thing to know the X’s and O’s of personal finance, and the numbers of making smart money decisions.  It’s a completely different thing to have the financial behavior skills to execute on that knowledge.  Learning formulas and calculations is easy work...
Sunshine and Rainbows

Sunshine and Rainbows

At the present moment in time, markets appear to be all sunshine and rainbows. But there was no sunshine a few months ago. If we dial the clock back to March and April, I was mentally preparing to explain to folks how 2020 would be a “lost year”...
Investing 101: Back to Basics

Investing 101: Back to Basics

Investing, markets, financial planning – this is what we do every day.  Sometimes it’s easy for us to take for granted the level of understanding those NOT in the industry have.  Unless you’ve really taken an interest in the markets or set aside time to...
4 Things to Share with Your Advisor

4 Things to Share with Your Advisor

Do you need to tell your investment advisor EVERY single detail of your daily life? No. However, if it’s going to impact any part of your financial future and your financial goals – you NEED to let your advisor know. You and your advisor are a team. Together, you can...