Why Financial Health Matters to Us

You’ve been there. That mental limbo of whether you should go to the gym today or not. You know you’ll feel better after going, not to mention the positive long-term effects. But it’s easy to find excuses with “I’m not…

5 Financial Steps for Newlyweds

When planning a wedding, it’s not unusual to spend most of your weekends contemplating what kind of cake you should have or what color scheme you should use. It is easy to get excited with the ins and outs of…

It’s The Little Things, Ep #12

It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the big things. But doing the little things is easy to…

How Old is Your Estate Plan?

If you’re like most people you have a “set it and forget it” mindset when it comes to estate planning. You set up plans and documents years ago but haven’t looked at them since. Or, maybe you don’t have them…

“Past Performance does not…”

Last week I wrote a post about this topic in relation to investment returns in your portfolios. This of course is the most common place you will see the phrase “Past Performance does not Guarantee Future Results.” What if this phrase…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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