Investing

Posts about Investing.

5 Financial Planning Decisions You Won’t Regret

5 Financial Planning Decisions You Won’t Regret

Investing

Regret is not a fun feeling to experience. We’ve all been there and focusing on what you could have done differently and the past will only rob you of your present time and happiness. Having positive financial aspirations will help provide you with joy as you move...
How to Set Financial Planning Goals

How to Set Financial Planning Goals

Investing

We believe setting goals is a vital practice in achieving your best self. Goals provide us with meaning, focus, and motivation to accomplish our greatest aspirations. They give us all something to work hard for and they force us to become better people in every aspect...
The UK Leaves the EU: Everyone Panic!

The UK Leaves the EU: Everyone Panic!

Investing

In breaking news today, the UK pulled out of the EU as a result of the Brexit Vote and of course markets are freaking out. As I watch the dramatic coverage I can’t help but feel sorry for investors that don’t have the guidance of a behavioral financial advisor to...
5 Investment Mistakes You Might Be Making

5 Investment Mistakes You Might Be Making

Investing

Financial planning can seem complicated. We understand that investing and making the right financial decisions isn’t always easy. Thankfully, we’re here to shed some light on some areas you can work on as an investor! 1.      Not setting Financial Goals Setting goals...
7 Tips For Retiring In a new state

7 Tips For Retiring In a new state

Investing

Ahh, retirement. The word itself exudes relaxation and rest; it makes you want to find a summer home or take a nap on a beach somewhere. Managing wealth is one of the first things I think of when I hear the word ‘retirement’ and the next is...
Does Your Financial Advisor Have an Exit Strategy?

Does Your Financial Advisor Have an Exit Strategy?

Investing

News that your financial advisor is retiring can be alarming. He’s been the third party eyes and ears to you and your spouse for years and you trust him and his advice. But what happens when he retires? Does he have an exit strategy and who will be your new advisor?...