Estate Planning Essentials: Creating a Legacy of Financial Stewardship

Estate Planning Essentials: Creating a Legacy of Financial Stewardship You’ve built your wealth, now it’s time to protect it to ensure a lasting legacy. Ensuring that future generations are provided for in the way you want requires thoughtful preparation today. The Purpose of Estate Planning Estate planning plays a [...]

2024-02-09T09:53:12+00:00February 6th, 2024|Uncategorized|Comments Off on Estate Planning Essentials: Creating a Legacy of Financial Stewardship

No pain, no gain

Seeing your portfolio decline in value feels about as pleasant as doing a 10K run when you’re more of a couch potato. Or, maybe a root canal. But here’s the thing: there may be an opportunity when individual stocks (and your portfolio) take a dip in value. It’s all about thinking [...]

2022-06-12T10:00:16+00:00June 12th, 2022|Uncategorized|Comments Off on No pain, no gain

The stuff they don’t teach you in school

I’ve always found it incredibly odd that our school system doesn’t really teach anything useful about personal finance – unless you deliberately learn it through postsecondary education. How much would it help to leave high school knowing the answers to questions like… How can I invest for the short term and [...]

2022-04-10T10:00:22+00:00April 10th, 2022|Uncategorized|Comments Off on The stuff they don’t teach you in school

Are you diverse?

I’ve talked about this before, but I really can’t stress enough how important diversification is when you’re playing the investment game.  To put it bluntly, if you put all your eggs in one basket, they’re all done for if the basket breaks.  If you spread your eggs out across multiple baskets, [...]

2022-03-20T10:00:56+00:00March 20th, 2022|Uncategorized|Comments Off on Are you diverse?

The secret to conversation…

Shh! I have a secret I want to share. The world has gone digital, but that doesn’t mean one-on-one communication has gone by the wayside - on the contrary!  With Zoom, Google Meet, and Skype, people communicate more than ever… and sometimes with a whole ‘room’ of people!  Job interviews, meetings, [...]

2022-02-26T10:00:49+00:00February 26th, 2022|Uncategorized|Comments Off on The secret to conversation…

Down the line

No matter how much we’d like to deny it, what gets passed down to us from our parents has a significant impact on our lives. Kids of active folks tend to be athletic adults. If we’re taught to floss from a young age, most of us will keep that up. Other [...]

2022-02-25T10:00:14+00:00February 25th, 2022|Uncategorized|Comments Off on Down the line

Sorry…

We all know someone who just never apologizes.  They might seem sorry by their body language or facial expressions, but why is it so hard for them to just say the darn words? What if you’re that person? There’s hope for you, don’t worry.  You might find it hard to apologize [...]

2022-02-24T10:00:03+00:00February 24th, 2022|Uncategorized|Comments Off on Sorry…

Give Yourself A Raise… By Quitting!

According to this article from Forbes, U.S inflation rose by 7% in 2021, which is a new 40-year high.  This is the result of increases across most consumer goods and services, but the biggest contributors are shelter, food, and used vehicles (the latter is the result of a chip shortage affecting [...]

2022-02-22T10:00:42+00:00February 22nd, 2022|Uncategorized|Comments Off on Give Yourself A Raise… By Quitting!

Patience, patience.

Markets are volatile because they respond to the news of the day.  News is unpredictable, so doesn't it follow that the markets will be unpredictable, too? It doesn't matter how true that fact is - truth doesn't make it enjoyable. It's how you choose to respond to the volatility that determines [...]

2022-02-21T10:00:36+00:00February 21st, 2022|Uncategorized|Comments Off on Patience, patience.

Ok, boomer.

Remember when you could buy stuff for pennies? It might not seem like it now, but once upon a time, gum and stamps cost less than a nickel! Jeez, a dime was a lot of money. Do you know who does remember that?  Baby Boomers. They changed TV stations with a [...]

2022-02-19T10:00:24+00:00February 19th, 2022|Uncategorized|Comments Off on Ok, boomer.
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