Financial Joy starts with intention – Every time I think about money, I think about intention. If you don’t know what your objective is, you can’t measure your progress.
Read MoreWhat is Financial Joy?
Stevens Visionary Blog
College Funding
There are lots of college investment vehicles, so let’s take a closer look at what some of the most popular offer.
Read MoreExpect Volatility
The past two years have seen an unusually low level of volatility in the stock market. That can lead to complacency.
Read MoreWhat the New Tax Law Means for You
We have a new tax law: The Tax Cuts and Jobs Act (H.R. 1). We’ll go through some of the new provisions (mostly for individuals)…
Read MoreA Decade after the Financial Crisis
What insights can we take from the past decade and what does that tell us about the future?
Read MoreThe Survivor’s Checklist
Losing a loved one is one of the most difficult things any of us will have to endure in our lifetimes. The experience is made all the more difficult by the myriad of paperwork the survivor must wade through. Here’s a brief checklist that covers what a survivor needs to do in order to navigate this emotional time.
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