You want to give your time to a non-profit?
When I discuss non-financial goals with clients, I hear it all the time. “I want to be a good citizen.” “We want
You’ve probably read the article about the couple who make $500k to just “scrape by”. It describes a lifestyle of student debt, childcare and home maintenance
You may have heard that mortgages are once again attractive to refinance. Over the last three months, these rates have managed to achieve five all-time lows
The topic of achieving success comes up a lot in discussion with our clients but even more so with the millennials. As we talk about their desires for the
There are hundreds, probably thousands of diets out there. Odds are you have tried a few and you know tons of people that have tried different ones that either
Part of the CARES Act designed to stimulate the economy and keep people employed called the Paycheck Protection Program (PPP) offered loans to small businesses
As COVID-19 has changed the way we all live, it has also created massive amounts of noise and distraction from critical things we all need to know and remember
Right now, a lot of people are focused on the federal government stimulus plan and how the funds may benefit them. It is important, but I am concerned that we
During these difficult times we and some of our peers have had people ask us:
“I am not confident that we have seen the bottom. What would be the harm in
The global stock markets have dropped the last 2 days in response of fears about the spread of the coronavirus. As the reports of deaths due to the coronavirus
Now, that’s an excellent question! What return should you expect from your portfolio? I could give you a song and dance about predictions and fluctuations. But