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.

Young Families and Estate Planning- Five Considerations for Parents

They are the conversations no parent wants to have, and yet they are incredibly consequential.

Today marked a 7.6% rise in the market, as the Dow rallied over 1500 points! While this is certainly nice to see, we still may continue to see some additional volatility in our portfolios. Staying invested during bear markets can have a long-term positive impact. The video clip below illustrates

Tax News- IRS Announces Extended Deadline for 2019 Tax Returns

Americans Can Defer for 90 Days As we continue to face uncertain times, the IRS has made a welcome announcement.

Why People are Dishonest About Money

Money is a loaded topic, and many people grow up conditioned not to discuss it. It can make for uncomfortable conversations, certainly, and it’s not advisable to disclose all the details of your financial life, but many people are taking the secrecy too far. In fact, forty percent of Americans

American Consumers are Feeling Financially Strong

A look back at the Black Friday consumer spending records might have caught some by surprise. The mainstream media continues to gripe about a“struggling” economy and the “death” of brick and mortar stores, and this does not paint an accurate picture for the American worker and consumer. Luckily, we have

The Market Has No Memory

The Market Has No Memory

DIMENSIONAL FOUNDER DAVID BOOTH DISCUSSES THE LESSONS FROM 2019 THAT INVESTORS CAN APPLY TO 2020. I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at last year’s performance to draw conclusions they can use to

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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