Financial Tips For Everyone

The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

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Diversify to Reduce and Manage Catastrophic Investing Losses

Why Should You Diversify? You work hard for your money. You want your investments to grow so you can live a life of freedom from worry, fulfillment, and love. When the financial markets are up one day and down the next, investors often feel tempted to double down on what they believe performed well in the past. Historical data suggests that by diversifying globally investors can hedge against volatile market highs and lows, and reap potential long-term benefits.

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investing

5 Steps to Transform Your Investing Experience

The American Dream is being able to live life on your own terms. Knowing you can follow your personal calling and realize your goals offers a feeling of incredible freedom. Do you know what you’re capable of achieving? For far too many investors, the answer is no. And that translates to an investing experience riddled with confusion, stress, fear, turbulence and exhaustion. But investing peace of mind is possible, and you have the power to transform your own experience.

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Family Inventory Workbook

Family Inventory Workbook

Use this free workbook to gather a comprehensive list of all information pertaining to your family’s current financial picture!

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Planning for Longevity, Not Just Retirement

Today, people want to learn how to manage their longevity, not just retirement. It’s vital to have  conversations that link money with purpose, rather than just ways of saving, spending, or moving money.

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How to Discover Your True Purpose For Money

“Someday when I achieve this, then I’ll be happy.” “When I obtain that, then I’ll be happy.” Fill in the italicized words with your personal desires, and surely you’ve had these thoughts. We all do. But if that “someday” comes, will you really have “arrived?” Will you feel fulfilled?

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Investing is Simple

Investing is deceptively simple, but it sure isn’t easy. Recently, we finished teaching “Gearing Up for the Next Market Crash. It’s part of this year’s series of our wealth mastery and investor education classes to help people at every stage of life invest smarter. We always aim to give our students nuggets of wisdom gleaned from academic research, instead of the wolves of Wall Street so they know what to do when they encounter the next hot investing tip and media frenzy fed to us all day, every day.

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investing

Why investment returns matter…

It reinforces the message that our firm is doing what we say we’re doing for you...your money is where it’s supposed to be and doing what it is supposed to do. Why Financial Advisors Who Offer GIPS-Compliant Investments Earn More Trust The Global Investment Performance Standards (GIPS) have become a symbol of confidence within the investment and financial advisory industry. In an arena where consumers have become more apprehensive – or darn right cynical – this ethical set of standardized, industry-wide principles helps investors decide which investments they will choose - those from a compliant and therefore transparent source, or those that may not be.

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