Our blog contains information that we believe will explain financial planning in a simple and informative way.
Many industries (especially the financial industry) love to show you charts. Why? Mainly, they provide an easier way to understand more complex ideas - and as humans we tend to grasp a concept with pictures and colors much better (i.e....Read More
It’s funny to think that whenever we watch or read the financial news, we never find ourselves moving from a storm (or crisis) into calm open waters. Instead, we find the media bouncing around from one crisis to the next always...Read More
When people think about working with a financial advisor, they usually think of one thing - investments. But many people usually do not realize that there are more important factors to focus on besides what investments can provide the...Read More
Recall the year 1999. It may seem eons ago, but just a mere over 20’ish years (to those too young to have experienced the markets, this is your history lesson). This was the glory days of the tech bubble. These dotcom companies,...Read More
When you think about safety in retirement and preserving your nest egg you have created throughout your working life, what comes to mind? Bonds, Cash, or Money Markets Funds? For many people - this is where they feel safest. This used...Read More
As we look back at the year 2020, I believe there are great lessons that can be learned as investors that show the importance of having a long-term, goal oriented financial plan. None truer than the only certainty in the world is...Read More