How much do your values play into your life? While there are some people who live out their values every day, there are just as many who don’t even know what their values are, let alone how they affect their decisions. One of the things I often find with my clients is...

How much risk are you comfortable with when it comes to your investments? If this is a question you’ve never contemplated before (or if you have never come to a satisfying conclusion), now is the time to identify what we in the industry call ‘risk tolerance’. If you...

Wouldn’t it be nice if we could count on the market to continue its upward trend for the foreseeable future? I know it would certainly make my job as an advice-based planner a lot easier (and more fun!). However, as I previously talked about in my blog on lifeboat...