Q4 | 2024 – Market Insights
We’re recapping market events that took place in 2024 and giving insights into what those events may mean going forward.
Q4 | 2024 – Market Insights Read More »
We’re recapping market events that took place in 2024 and giving insights into what those events may mean going forward.
Q4 | 2024 – Market Insights Read More »
Read about how staying focused on long-term goals requires short-term resiliency
Return Doesn’t Come Without Volatility Read More »
Don’t miss out on these essential tax-efficient strategies for affluent families in 2025.
Tax-Efficient Strategies for Affluent Families in 2025 Read More »
AI is powerful, but it has its limits. A trusted financial advisor offers personalized guidance tailored specifically to your financial situation.
Why AI Falls Short in Managing Your Personal Finances Read More »
By Jim Shellenberger, CFA, CFP® Do you believe that estate planning is only for the elderly or the affluent? Think again! Whether you’re just starting your career in your 20s or enjoying a well-earned retirement, having an estate plan is crucial for everyone. Shockingly, a 2024 survey (1) revealed that just 32% of Americans have established
Estate Planning at Every Stage of Life Read More »
By Rob Johnson Financial literacy is not currently taught in American schools—although it should be. Young adults who establish excellent financial habits and make wise financial judgments at a young age have a distinct edge over those who do not. To put it plainly, early adoption of sound financial practices can have a significant impact
What I Wish I Knew About Money When I Was Younger Read More »
By Jim Shellenberger, CFA, CFP® Cookie cutters are great for cookies, but when it comes to retirement planning, they just don’t cut it. The reality is, there’s rarely a one-size-fits-all rule that works for everyone’s retirement dreams. Those financial indexes you see all over the internet? They’re not for everyone. Remember, they’re just numbers and
Why Your Retirement Plan Shouldn’t Be Based on Generic Benchmarks Read More »
By Rob Johnson As a wealth manager, my main focus is to help clients pursue their dreams while keeping their wealth safe and sound. With cyber attacks on the rise, shielding your wealth now includes new areas we hadn’t considered before. It’s crucial to take steps to defend yourself and your financial assets, especially when
How to Shield Yourself From Cyber Attacks: A Step-by-Step Guide Read More »
By Rob Johnson Becoming rich requires more than just a mindset. And if you study wealthy people, you’ll notice they often possess what’s commonly referred to as a “wealth mindset.” This way of thinking looks at the long-term accumulation and preservation of wealth, rather than just short-term earning and spending. Watch this quick video for
VIDEO: 3 Ways to Develop a Wealth Mindset Read More »
By Jim Shellenberger, CFA, CFP® If I could only teach one financial lesson, it would be to live within your means. The truth is, many people struggle to manage their finances. But living within your means is a significant step toward profitable financial management. In this article, I want to talk about embracing the art
Important Financial Lesson: Live Within Your Means Read More »