Insights

There are many misconceptions about financial advisors. For starters, advisors are often thought of as a salesperson, trying to sell you a product that makes them a commission. Or that advisors are unnecessary in a world of robo-advisors and online trading. In reality, there are a lot of im …

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

For anyone who has researched financial tips or budgeting advice, a common suggestion is to give up morning coffee from Starbucks or whichever is your favorite café. Articles like this one talk about how you’re throwing your money away.

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

I’ve done some google searches on this quote, and even though there are a number of variations of it, no one really knows who said it first. Some credit it to Sir Austen Chamberlain in 1936, but even he said it was told to him by a Chinese diplomat.

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

To say that this has been a weird year would obviously be an understatement. Our normal may never return to the pre-pandemic “normal” that we enjoyed but we are seeing signs of coming out the other side of this craziness. This pandemic has allowed me an ample amount of time to reflect on our lives.

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

Having mentors that can help you through life is incredibly important. It doesn’t even have to be someone that you ever meet. We have access to what I call “virtual mentors.” These are people we are able to follow and learn from through blogs, social media or podcasts that we might never me …

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.