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Are You Willing to Accept the Certainty of Uncertainty?

Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver in trade negotiations? Who has grand insight into the Federal Reserve’s next steps? Crystal ball on this next election cycle and on what an inverted yield… Continue reading Are You Willing to Accept the Certainty of Uncertainty?

Uncategorized

5 Considerations When Loaning Money to Others

Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently where I was asked to give advice on how a private loan could work. For the people I work with, their willingness to help a friend or family member is both natural and commendable. I work… Continue reading 5 Considerations When Loaning Money to Others

Retirement Planning

5 Questions to Ask Yourself About Insurance in Retirement

Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary designations on their financial accounts. This is a must, and we’re happy to help our clients check those boxes. But part of planning your estate is also about trying to balance protecting it (through insurance) and… Continue reading 5 Questions to Ask Yourself About Insurance in Retirement

About Us

You’re Off Course 97% of the Time? Control Your Direction

I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off course 97% of the time. Air traffic controllers are constantly giving inputs that call for change of direction and altitude to get the plane precisely where it needs to get to. When… Continue reading You’re Off Course 97% of the Time? Control Your Direction

About Us

Can Personal Finance Really Be Interesting?

Someone recently asked me how I got into personal finance.  In the back of my mind I chuckled a little bit because after taking finance and accounting courses in college, I swore these industries would never be in my chosen career path.  To this day, I still wouldn’t say that crunching numbers comes naturally to… Continue reading Can Personal Finance Really Be Interesting?