Jul 30, 2018
When I used to hear the word “trust,” I automatically thought of a trust-fund kid who never had to work a day in his/her life. Because of this, I always assumed trusts were something for the rich and famous- and not for me. However, when I entered the financial services field and learned more about trusts, I quickly realized I DID need one! Below are some reasons YOU may need one, too.
Jul 4, 2018
Every year, our nation celebrates its independence on July 4th. The holiday marks a turning point in our nation’s history, when we declared we are no longer bound to the governance of England.
Jun 29, 2018
Maybe you have reached a stage in your life where you’ve encountered a major financial decision and don’t know where to turn. Do you ask your uncle’s friend’s sister who’s a financial advisor for help? Do you post on Facebook asking for advice? Does your google search confuse you further by the myriad of diverse and seemingly contradicting answers?
Jun 22, 2018
Have you had years that the market has performed extremely well, yet your portfolio has not matched the market’s return? Have you wondered if your investment portfolio is right for you? Have you wondered if your portfolio’s risk tolerance is appropriate? If so, read on.
Apr 30, 2018
It’s a great time to be alive, isn’t it? We can get almost anything we want at our doorstep in two days (with free shipping!), there are millions of hours of entertainment available to watch (on a device that can fit in our pocket!), and we can connect with people across the globe. At the end of the day though, these are all distractions and the certainty of death reminds us of what we truly value.
Apr 7, 2018
It’s no wonder there are so many coaches in America today: fitness coaches, nutritional coaches, business coaches, etc. Our lives are hectic! There are more things to juggle in our every-day lives than ever before. It’s more and more difficult to stay on top of KNOWING what’s best for us, let alone putting that into practice. There are many areas in which I want someone knowledgeable and trustworthy to simply tell me what to do!