I finally admitted to myself that I’m feeling a bit depressed by all this coronavirus talk and quarantining. Like so many, I feel the stress, I miss having the outlets I’m used to, I’m tired of seeing people through Zoom and masks. And the fact that there isn’t exactly an end date to this “new… Continue reading Word of the Week: Resilient
Category: About Us
My CFP® Journey by Adam Werner
The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard Can It Be?” [original article]. Well here I am 16 months later and have the definitive answer for you which is.... VERY. There’s a reason the CFP® designation is widely considered the highest credential… Continue reading My CFP® Journey by Adam Werner
Coming To You From My Home During COVID-19 Quarantine
“Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full operation. Wanted to send our best wishes to you all. Sincerely hoping everyone is staying safe and sane during these difficult times. We’re here for you to make sure you’re caring for your financial… Continue reading Coming To You From My Home During COVID-19 Quarantine
Let’s Get Back To Financial Planning: CARES Act Highlights
Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial planning opportunities a bear market and the CARES Act present. There’s so much to talk about starting with focusing on the things we CAN control and that directly impact the path you are taking in pursuit of your financial… Continue reading Let’s Get Back To Financial Planning: CARES Act Highlights
Rebalance Education
This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following: Trust your plan and stick to having money in each of your three buckets; cash, bonds, stocks based on your personalized financial plan [Review concept here] Try to remember, that as uncomfortable… Continue reading Rebalance Education
