by Ashlee Desteiger | Nov 29, 2021 | Food For Thought
Are risk and luck the same thing, just with different outcomes? Let’s define these terms: Risk: A situation involving exposure to danger. Luck: Success or failure brought on by chance rather than one’s actions. After reading Morgan Housel’s book, The...
by Ashlee Desteiger | Sep 27, 2021 | Food For Thought
Client Question of The Month: What Should We Do? Should we get out of the market? Should we invest more money? How can we take advantage of current tax rates? There is a fine line when it comes to doing something vs. nothing. The response “stay the course” lacks...
by Ashlee Desteiger | Jul 29, 2021 | Food For Thought
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...
by Ashlee Desteiger | May 26, 2021 | Food For Thought
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...
by Ashlee Desteiger | Feb 26, 2021 | Food For Thought
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...
by Ashlee Desteiger | Aug 27, 2020 | Food For Thought
“My parents don’t have much of a relationship with their advisor – I can do this on my own.” I hear this A LOT. But it makes sense to me if you witness a poor relationship between your parents and their advisor, you’d think why waste my time and money? Here is how I...
