Invest in Yourself
This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value:
- freedom from proprietary products,
- a questioning, engaged attitude,
- a desire for portfolio management,
- a belief that people are worth more than their assets.
If you are looking for a hot stock or the best CD rates of the day, you may not qualify for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants.
If you would like to learn more about our unique approach to wealth management in a relaxed, professional manner, feel free to contact us.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What can be learned from the savings rate?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Lifestyle considerations in creating your retirement portfolio.
In the face of divorce, making changes to insurance coverage may be overlooked.
An inside look at how marginal income tax brackets work.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Have you explored all your options when it comes to managing your taxable income?
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.