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WEALTH MANAGEMENT MINUTE

The Lure of Envy

What good is envy? It’s the one sin you can’t have any fun at. The color green is attributed to many positive things in life. Green is often used as a symbol of prosperity and even represents life itself. But not all green is good. Being green with...

Boost Your Efficiency and Effectiveness—at Work, at Home and in the World

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed?

Fear and Fatigue

Fear and Fatigue - the 2020 Election in a Nutshell We want to be clear; our motive for writing this is not to make a political statement or prediction. We would simply like to share our perspective and shed some light on the current economic climate...

Is Your Financial Advisor a "Wealth Manager"?

What proven process does your Financial Advisor use to help you manage your wealth?

Why do Most Investors Under-Perform the Market?

Why do most active investors under-perform the markets and their own investments? “Most Americans are either fearful or greedy. It is their behavior that gets in the way!”*

The 3 Building Blocks of Bucketology

Bucketology - The art of balancing your portfolio and distributing your wealth to manage your taxes, cash flow, and risk.

Have You Stress-Tested Your Retirement Plan?

What is Stress Testing and why is it so important? Stress testing challenges the wealth planning a client has implemented or is considering implementing to assess the likelihood of its efficacy in different scenarios and at delivering the expected...

The 3 Levels that Determine Your Retirement Values

Why are values so powerful? Because they are one of the core motivations for everything we do in our lives. They have a profound impact on every important decision we make, from what we choose to do for a living to whom we marry to how we spend our...

The Five Most Effective Steps for Funding Your Retirement

Retirement. Financial Freedom. Whatever you call it — “it” being that blissful state of having enough money to quit work and do what you want — our aim with an upcoming series of articles is to help you achieve it. If all you’ve ever done to plan...

The Four Types of Financial Advisors

Who Should You Work With?  We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that...