Resources and Stories for Real People
Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
Volatility Lessons: Should we expect more market losses?
This article was provided by Avantis Investors and we have been given permission to share this information with our clients and potential clients. The S&P 500® Index recently completed its worst 100-day run to start a year since 1970 — one of many signs of a volatile market that has stressed investors. A strong gain for the index over the
Enliven Your Optimism to Increase Your Luck in the New Year
Learn How Your Mindset is Directly Related to Your Success “Some luck lies in not getting what you thought you wanted but getting what you have, which once you have it you may be smart enough to see it is what you would have wanted had you known.”-Garrison Keillor Would you like to change your luck in the New Year?
Summing Up 2021
2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%, this and more found in the Arcadia Wealth Management summary of the 2021 Market Report. Despite the many reasons one could have found for stocks to retreat, 2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%. While the global stock market
Don’t Pick the ‘Right’ Stock – Pick the ‘Right’ (or Left) Brain
When it comes to making big financial decisions, understanding how your brain works and thinking with the right brain can protect you from harmful consequences down the road.
Understanding the Biden Tax Plan
The Biden Administration and congressional Democrats have released a full tax proposal that the House Ways and Means Committee is set to vote on this week.
The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
Begin Your Journey
Our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.