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...

When you think of people with ‘wealth’, what are the first things that come to mind? A big house, lots of cars in the garage, and exotic vacations? Do you think of those with wealth as sending their kids to ivy league colleges, investing in huge chunks of property,...

As anyone who has read my blogs knows, I absolutely love to read books and I think they have made a huge impact on my level of success. Last year in 2017, I was able to get through 43 books by creating time each day for at least an hour of reading. Of those 43 books,...

Do you find yourself putting off important tasks until it’s too late? Do you miss deadlines, forget events, or find yourself continually in crisis mode because you’ve left everything to the last second? These are all classic signs of procrastination, and it’s an epic...

As technology has continued to explode in the financial industry, the rise of robo-advisors has become the ‘next big thing’. As opposed to a financial caregiver who offers advice-based services for a fee, robo-advisors offer investment management online with little to...