News Room

Finding the Solution to Your Financial Concerns

August 14, 2019
As a provider of financial services, new clients share their financial concerns with us. Some examples include preparing for retirement, getting a better handle on finances, and dissatisfaction with investment returns and the amount of taxes they pay. [...]
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How To Successfully Monitor Your Financial Goals

April 10, 2019
How to Successfully Monitor Your Financial Goals Setting financial goals is relatively easy compared to the tedious task of monitoring progress towards those goals. That’s because monitoring takes ongoing commitment. You must make an effort to surmount [...]
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Gain Unmatched Control of Your Wealth with a Financial Dashboard

February 5, 2019
Imagine looking at your car’s dashboard and seeing only the speedometer. If the gas gauge and other important instruments were missing, it would be unsettling. It would impair your confidence because you would worry about running out of gas and other [...]
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Turn Mundane Into Thankfulness

November 13, 2018
A pastor friend of mine had a knack for turning issues on their head, so you would see them from different angles. He sent me a list that comes to mind when I face difficult circumstances and feel tempted to complain. By flipping into a mindset of [...]
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Staying Positive In A Negative-News-Cycle World

September 28, 2018
Watching the daily news, it’s easy to become a cynic. The media follows an “if-it-bleeds-it-leads” mentality, emphasizing the worst of what’s happening in the world around us. National tragedies are covered in real time, to a sometimes unnecessary degree [...]
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Understand the Facts Before Paying Off Your Mortgage (Part 2)

August 27, 2018
Part one of this two-part message addressed the fact that paying off one's mortgage is often an emotional decision that does not always make financial sense. Many homeowners are driven by the allure of not having to make mortgage payments. The thought of [...]
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Understand the Facts Before Paying Off Your Mortgage (Part 1)

August 24, 2018
Many homeowners consider paying off their mortgage a top priority. The general feeling is that by accelerating payments and paying off the mortgage early they improve their financial status by reducing their debt level. Generally speaking, however, this [...]
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Decision Time: How to Pick the Right Financial Advisor

July 13, 2018
Choosing a wealth manager who you can trust with your financial future is one of life’s most important decisions. That’s a strong statement, but a good financial advisor can help grow your wealth just a few percentage points faster than you otherwise [...]
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Do Your Homework: How to Prepare to Interview a Wealth Manager

July 9, 2018
As someone who has received thousands of inquiries from people seeking a financial advisor, I can confidently say most advice-seekers aren’t well prepared to meet with an advisor. People tend to react to what an advisor says, rather than ask purposeful [...]
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Five Practical Ways to Identify Your "Perfect" Financial Advisor

June 15, 2018
Identifying your “perfect” advisor can be a bit like finding the proverbial needle in a haystack. There are many advisors and it may be challenging to differentiate among services and approaches. But it’s an important task that’s well worth the time [...]
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