Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor. Read more…
Invest or Pay Down Debt?
Should you invest in the market or pay down debt? Everyone has different circumstances, but there are some common variables to examine, including: Read more…
7 Things You Should Know Before Investing in Bitcoin
Bitcoin and other cryptocurrencies have delivered eye-popping returns in 2020 and 2021. All kinds of crypto – including what started as a joke and meme, Dogecoin – are receiving heightened media attention as a result. The value of Bitcoin and cryptocurrencies has risen sharply in past months. But Read more…
Should You Invest in Gold?
Gold is shiny and makes nice jewelry, but it doesn’t impress me as an investment. Read more…
How to Find a Financial Advisor That Works for You
There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…
Investing for Inflation
After years of inflation readings well below 2%, financial markets expect to see higher inflation in 2021. Read more…
What You Need to Know Before Lending Money to Family
At some point, nearly everyone has frequented one of the most popular lenders: BOMAD—otherwise known as the Bank of Mom and Dad. Read more…
Common Scenarios That Call for Deeper Financial Expertise
Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor. Read more…
The 8 Essential Elements for a Complete Financial Plan
Perhaps you’ve been told that you need a financial plan or you think you already have one. Either way, here are the essential sections a complete financial plan should cover. Many clients initially seek financial advice because they want help making smart investment decisions. But investments are Read more…
Important Questions to Ask Your Financial Advisor
A productive working relationship with an advisor begins with trust and transparency. Even before you dive into the details of the advisor’s services, you want to understand key issues that reflect how they define and uphold their commitment to clients. This is true for any advisor, and is Read more…
