They don’t call it personal finance for nothing! As an advisor, we want our clients to know we care about them and that we want to help however we can.
Read MoreMontecito Mud
Setting Intentions
2020 Personal Finance Calendar
Taking care of your personal finances is like tending a garden. The more love you show it, the more reward you’ll see.
Read MoreWhat is Financial Joy?
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 MoreFairy Tales and Personal Finance
With the lens of what fairy tales can teach us about personal finance, I’ve reread some of these familiar, long-forgotten tales that may have a different meaning as we progress through our lives.
Read MoreLearning from Jack Bogle
To say Jack taught me about the mutual fund business, how to treat individual investors, how to make a difference in the lives of others would still be an understatement.
Read MoreSet Your Goals
Let’s take a moment to look at some typical goals by age to get you thinking about your own situation.
Read MoreBeing a Visionary Investor
Sometimes what you need to succeed in investing is vision. Keeping your perspective is key. Vision includes understanding what’s happened in the past, being mindful of what’s happening now, and considering what could happen over a longer term.
Read MoreThe Value of Working with a Human Financial Advisor
Financial planning is a creative, iterative process. An essential part of this process is one human being talking to another human being who is trained in listening and idea generation. This is so much more than just mathematical formulas.
Read MoreWhat’s a Donor Advised Fund?
Most of us have been giving as we can over our lifetimes. But as we build our own financial security, many people are looking for how to take giving to the next level. Enter the donor advised fund.
Read MoreDisaster Planning
Until some type of disaster happens to you, you think you’ll be immune. We all tend to be overconfident at times, but perhaps now is a good time to run through a disaster contingency drill. Here are a few things you may want to consider.
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