Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
Are there any financial mistakes you would warn yourself about or maybe an opportunity you’d like to share? We all wish we would have invested in one of the big tech companies during the initial public offering or maybe make a 35-1 odds bet on that underdog team who won the Super bowl.
Published by Paul West When you think of a financial advisor, what’s the first thing that comes to mind? Unfortunately, for many of you it’s one word- salesman. While some of those type of “sales-y” advisor types do still exist, they are commission based representatives that only have to ma …
Published by Teresa Milner We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why am I alone? Why, why, why . . .
Most people plan to leave the workforce at some point in their life. While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work …
Published by Paul West Ladies and gentlemen, this is your captain speaking… These eight words have immense power. Occasionally, they are the precursor to an early arrival, but more often than not, they are the harbinger of turbulence, delayed flights and unexpected sprints through airline terminals.
Published by Teresa Milner | LinkedIn We all know it’s important to save for retirement. But, with so many different account options and rules, what is the best one for you? In my attempt to make the complicated simple, I choose to educate my clients on a plan I refer to as the “ …
