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...
Comparing Your Finances

Comparing Your Finances

How often do you find yourself comparing your finances to your neighbor’s? Whether it’s Halloween candy or your investment accounts, do you ask: Why don’t I have what they have? Why don’t they have what I have? Why are you not like me? Maybe...