Insights

The year 2020 was many things to different people, but one universal feeling is that it didn’t go how anyone had planned.Even though we’ve already had a rocky start to 2021, this year brings the hope that the world will go back to something resembling normal as more people are vaccinated.

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

For anyone who has researched financial tips or budgeting advice, a common suggestion is to give up morning coffee from Starbucks or whichever is your favorite café. Articles like this one talk about how you’re throwing your money away.

I’ve done some google searches on this quote, and even though there are a number of variations of it, no one really knows who said it first. Some credit it to Sir Austen Chamberlain in 1936, but even he said it was told to him by a Chinese diplomat.

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your finan …

As the stock market hit its lowest returns since the 2008 Financial Crisis, the government stepped in in an attempt to boost the economy.

When you sit down to set your goals, do you also set your fears? Recently, I had the privilege to participate in a workshop with other financial advisors to help us improve in our respective roles.

There are a few specific challenges, and therefore specific solutions, that I see millennials facing. Let’s imagine a conversation I might have with this hypothetical 20- or 30-something, and look at some financial advice for millennials. 

Have you wondered what you could gain by working with a financial professional? Many people consider working with an advisor when their finances have reached a certain point of complexity – they want someone else to step in to evaluate their situation and weigh in on what’s next.