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Broad-Based Financial Planning for Millennials

We introduced a new service last week titled the Financial Foundations Program. It’s a service by which early career professionals and others with simpler personal financial situations can receive broad-based financial planning and automated investing for a low fee. We’re very excited about the Program because now early career professionals ... Read More

Spending Plan vs. Budget

Often when we work with new clients, they will use the term “budget” when talking about wanting to know how much they’re spending each month. We gently tell them that we don’t believe in budgets because people rarely stay on a budget, much like a severe diet is hard to ... Read More

You Can Change Your Money Mindset

I am re-reading a great book by Carol Dweck with the title “Mindset: The New Psychology of Success.” In it, the author suggest that there are basically two mindsets we all carry: either growth or fixed. Here is what the author says: “The view you adopt for yourself profoundly affects ... Read More

Summer Financial Fitness

We’re about half way through the Summer and it’s a good time to remind you that your financial fitness should not slack off just because the rhythm of life is different. Too often we see people fall of their financial fitness regime because of vacations. It’s easy to spend more, ... Read More

How To Look at Debt

My wife suggested this blog post idea. She was reading a blog post by Darren Hardy on how to get out of debt (you can read it here) and asked me why I never write about the topic of getting out of debt. I told her that our clients don’t ... Read More

Essential Investment Tool: Earplugs

In a wonderful article that John S.Tobey wrote last week for Forbes magazine, he points out that an investor needs to block out the noise that surrounds us these days. He notes that the news media frenzy over the U.K.’s vote to leave the European Community was overwhelming speculation and ... Read More