As a financial advisor, I’ve always thought that there is a lot that I could learn from fire marshals. On the surface, we have very different jobs but at the core, we are both interested in helping those we serve prepare for a moment that hopefully will never happen. But while the intent is the…
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0% interest on financing means free money! Or does it? I saw a motivational coffee mug the other day that read “Don’t settle for good enough.” As the mug sat there on the shelf like a ceramic John Maxwell, it struck me how important this message really is to investors. When we work with clients…
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Throughout the previous two tumultuous years, there have been ups and downs, and not just in the markets. Everyone has felt an impact of the pandemic whether physically, mentally, or financially. Though the impact was different for everyone, the reaction was the same. We all sought to gain control of our lives in the areas…
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