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New Financial Advisor: Are You Getting the Best for You?

Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate [...]

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Financial Planning Considerations for the Small Business Owner

Small business owners typically have incredible drive and self-reliance as they start their business and as they grow over time.  Aside from operational, human resource, and financing issues [...]

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Staying Invested in the Market

“The individual investor should act consistently as an investor and not as a speculator.” Those are the words of Benjamin Graham, considered by many as one of the founding fathers of [...]

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8 Tips for Finding a Financial Advisor

Finding the right one – not the right paint color or the right car to drive – but the right relationship to provide you with financial guidance and wealth management is important! What are the [...]

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Reasons to Pay Financial Planning and Advice Fees

You may be thinking that you can do-it-yourself for your financial planning and investment management, as DIY seems to be the choice of many these days. With all the technology we have at our [...]

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Women Finances: How to Reduce Financial Stress

You have all the balls in the air, and you juggle them well. But do you feel confident you’re prepared for the future? According to a study from Ameritrade, 84 percent of women manage their [...]

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Is now a good time for 20-somethings to be getting into the market? Why waiting could be costly.

Now is an excellent time for an investor in their 20s to get into the market; they have many things going for them. Investing early allows them to be better prepared for retirement. It’s [...]

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Financial Advisor Expertise and Certifications

What do all the letters mean? A quality financial advisor likely has some advanced certifications and education, but the letters after their names may not be front-of-mind if you don’t work in [...]

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Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns shows the returns of the capital markets over the last 20 years. It’s easy to follow with its clear presentation and simple layout. Each colored [...]