Who’s On Your Team?
As many prepare to watch the Super Bowl this coming Sunday, it’s natural to think about teamwork. Without it, neither the Seahawks nor Patriots would be where…
When the Headlines Get Loud
If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The…
Reactive Advisors
Being reactive can be frustrating and even costly… John and June (as I will refer to them though not their real names), came in for a conversation…
Your Ultimate Lifestyle
For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it…
Common Blind Spots for High Earners
You’re doing everything right on paper. You’ve climbed the ladder. You’re successful enough that your financial decisions now require research, comparison, and usually a second opinion. But…
Picking stocks? The odds might not be in your favor
Here’s a stat that stops a lot of people in their tracks: Less than 4% of all U.S. stocks have been responsible for the market’s net gains going…
A Thought for the Fall Season…
As we move into the fall season, it’s a natural time to pause and reflect. The year is winding down, and with it comes an opportunity to…
Government shutdown: What it means for your retirement
With government shutdowns becoming more frequent and lasting longer — from one day in the 1980s to 35 days in 2018-20191 — it’s important to understand how these…
You Have More Control than You Think
In these volatile, uncertain times, there doesn’t seem to be much left over which we really have any control. Of course, we want to believe we’re in…