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...
Client Question of The Month

Client Question of The Month

Client Question of The Month: What Should We Do? Should we get out of the market? Should we invest more money? How can we take advantage of current tax rates? There is a fine line when it comes to doing something vs. nothing.  The response “stay the course” lacks...
How Much Is Enough?

How Much Is Enough?

What do you NEED to enjoy life?  When you achieve more, are you able to enjoy it? How much is “ENOUGH?” Is your definition static, or does it change?  Maybe it depends upon the situation. We routinely get this question from prospects as they wrap their...
What We’re Reading

What We’re Reading

Upside down trying to stay up-to-date with headlines? It’s likely even harder to read all of the articles you’ve bookmarked!  We’re often asked who we follow or what we’re reading. Here are our favorite reads from last month: Billionaire...