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How Much Is Enough?
What do you NEED to enjoy life? When you achieve more, are you able to enjoy it? How much is "ENOUGH?" Is your definition static, or does it change? Maybe it depends upon the situation. We routinely get this question from prospects as they wrap their heads around...
Are You Charitably Inclined?
If you’re charitably inclined, let’s make sure you’re tax-efficient in the process. Until the SALT $10K cap is repealed, you may not be reaping the full benefit of your charitable gifts. On the other hand, it’s not advisable to gift to charity only for the tax...
What We’re Reading
Upside down trying to stay up-to-date with headlines? It's likely even harder to read all of the articles you've bookmarked! We're often asked who we follow or what we're reading. Here are our favorite reads from last month: Billionaire Investor David Booth on Value...
Our View of the Markets
Overwhelmed with differing market views and economic outlooks? Us too. Headline noise aside, here are some items worth noting with respect to our view of the markets. Current Valuation Themes Over-Valued: US Housing, Cryptocurrency, Lumber, Growth Stocks...
What’s In It For You?
What To Expect From A Financial Advisor Does it feel like a dentist appointment or a valued partnership? Does your advisor ask meaningful questions? The person you hire to handle your finances should do more than manage your money. Before you skim the list below,...
Comparing Your Finances
How often do you find yourself comparing your finances to your neighbor's? Whether it's Halloween candy or your investment accounts, do you ask: Why don't I have what they have? Why don't they have what I have? Why are you not like me? Maybe it's hard to distinguish...
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