Debt is a Four-Letter Word!
At least that’s how many people feel about debt. But debt can be a good thing! Lending & borrowing increase the overall money … Read More
Mitigate Your Risk
Hopefully you’re finding extra time this summer to spend with family, tackle home projects, and refresh your financial plan. A good place … Read More
Been There, Decided That
Helpful questions to ask yourself before making a major financial decision Major financial decisions can have a profound impact on our lives, … Read More
Don’t ‘Set It and Forget It’
Reasons to update your estate documents So, your estate documents have finally been prepared (yay!). At a minimum, that means you have: … Read More
8 Signs You Need a Professional
If you can relate to the list below, it’s time to talk to a financial advisor. You have excess cash on a … Read More
Leave the stretching for yoga class
Last Gift Under the Tree While many of us enjoyed the peak of holiday festivities with family and tried to avoid whatever … Read More
What happened to the markets
In this brief video I’m going to touch on some of the changes we have seen to the US stock market in … Read More
Whose portfolio is it anyway?
Personal investing success is about balancing your risk and reward attitudes and not about keeping up with the Joneses. If investing focus … Read More
VIDEO: All about the SECURE Act
There are a few main take-a-ways from the new SECURE Act of 2019. Check out the highlights here:
There’s a wrong way to donate money
If you’re not strategically donating to charity, you might be unnecessarily paying taxes. Believe it or not you could be donating money … Read More
VIDEO: Keeping up with the Dow Jones
The Dow Jones Industrial Average is almost unrecognizable from its original iteration. Let Henry walk you through how ‘Industrial’ or not the … Read More