What I learned in 2022 From Our President, Personal Growth

What I Learned in 2022 (Annual Edition)

...comfortable speaking freely when they feel the person on the other side truly is caring.  It is a hard skill...

10 Types of Investments and How They Work How to Invest, Article

10 Types of Investments and How They Work

...consider your financial situation and risk tolerance. As always there are potential risks with investing that include loss. Tips for...

Is It Worth Paying a Financial Advisor 1%? Article, Financial Planning

Is It Worth Paying a Financial Advisor 1%?

...related to your finances. This assistance can include anything from helping you create a budget, to investing your money to...

Top 10 Blogs of 2022 From Our President, Personal Growth

Top 10 Blogs of 2022

...the blog that garnered the most feedback to me were likely the reverse budget.  We all struggle to budget and...

How to Buy Property with Delinquent Taxes Article, Home Buying

How to Buy Property with Delinquent Taxes

...Before investing in a property with delinquent taxes, it’s important to thoroughly research the property and the local laws and...

Wealth Management for Small Business Owners How to Invest, Article

Wealth Management for Small Business Owners

...essential for small businesses that need to borrow funds to invest in their business. Investing in Your Small Business for...

What Would YOU Do? How to Invest, From Our President

What Would YOU Do?

...of hitting new all-time highs.  Investing is Long Term Thus, if I am investing for the long term, the answer...

financial planner's playbook Hot Topics, Financial Planning, From Our President

This Financial Planner’s Playbook

...how I view things and welcome any questions or feedback. Oh, and if all else fails tune in on Sunday...

Bear Market Lessons Hot Topics, From Our President

Bear Market Lessons – Things to Keep in Mind When You’re Nervous About the Markets

...this is a normal course of investing.  But don’t take my word, instead, let’s go to the history books.  You...

Investing 101 How to Invest, From Our President

Investing 101: The Do’s & Don’ts of a Good Investment Strategy

https://youtu.be/jGVob9osUh4 Investing 101 As a firm that manages over a billion dollars of individuals’ hard-earned life savings, it is important...

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