Author: Ranie Verby

It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…

If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…

We live in uncertain times. The deluge of depressing news only reminds us of the many things that are out of our control. Read more…

Is financial planning a good idea? The short answer is yes, it is definitely a good idea if you want to secure a strong financial future. Read more…

The wealth management industry currently has assets under management (AUM) above $100 trillion. That number is estimated to reach $145 trillion by 2025. More and more high net worth Individuals (HNIs) — people with investible assets over $1 million — are trusting their financial planning to Read more…

Carefully planning your financial future helps you meet goals and provide for loved ones and future generations. However, choosing the right types of investments, insuring your livelihood and possessions appropriately, minimizing tax liabilities, and crafting an estate plan can be difficult without Read more…

My grandfather (we called him Pappy-O) passed away recently, after almost two years of entrapment in his body and his mind. He was the father of three children, grandfather of six, and married to my grandmother (Mammy-O) for 65 years. For most of those years, he drank a cup of coffee with her every Read more…

With a few practical skills and knowledge, DIY projects in your home or car can save you money. Financial planning, however, isn't the same as painting a room or replacing a headlight. In fact, DIY financial planning can cost you more than you think compared to the cost of professional help. Read more…

Working with a wealth management advisor has tremendous benefits due to the holistic approach they take to your financial health. An advisor does much more than manage your investment portfolio; they relieve you of stress and help you achieve your dreams. Throughout life’s changes, your wealth Read more…

Not every relationship is a "fit," and sometimes they just have to end when people aren't on the same page. Sometimes business partnerships and personal relationships have an end date, and the same might also apply to your financial advisor. Read more…