Assessing Your Cyber Health

Assessing Your Cyber Health

If cyber threats are more prevalent than ever, why is cyber health still such a low priority for most clients? Cyber risks threaten every financial asset! Over the past two decades, cybercrime has increased 17-fold, is up more than 600% since the onset of COVID, and...
Health & Wealth

Health & Wealth

How do you think about your health in relation to your wealth? While both are important, they are challenging to address simultaneously. But can’t we all agree that health and wealth aren’t mutually exclusive? Solid physical health enhances your “health span.”...
Barriers to Hiring A Financial Advisor

Barriers to Hiring A Financial Advisor

If you ask someone how their year has been, how often is “stress” mentioned? If you drill further, how frequently does one of the culprits driving the stress involve some aspect of their financial health? Confusion and frustration surrounding finances often lead to...
How Do You Stay On Track?

How Do You Stay On Track?

​Do you feel like your finances are out of control?  Or do you assume you’re “on track” because you choose to ignore the topic altogether? These are normal feelings! Money is just as much about emotions as it is about spreadsheets. Here are 5 tips to gain confidence...
Lego Monster

Lego Monster

Legos, Financial Planning, & the Markets Our middle son Graham is obsessed with Legos these days. I began to sweat when we embarked on assembling the 3-in-1 Alligator/Snake/Frog 343-piece set he received. After opening the box and slowly reviewing the instruction...
Risk vs. Luck

Risk vs. Luck

Are risk and luck the same thing, just with different outcomes? Let’s define these terms: Risk: A situation involving exposure to danger. Luck: Success or failure brought on by chance rather than one’s actions. After reading Morgan Housel’s book, The...