facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Everyone Has a Money Story

Our attitudes and beliefs about money have their roots in value-laden messages we have picked up along life’s journey. These money messages are not only clothed in the words of others, but in their behaviors as well.

Read More

Same as Ever

To make the best decisions for the future, it's important to look to the past. Embrace the tried-and-true strategy of diversification for a well-balanced 2024.

Read More

When SMART Goals Are Not Always Wise

In the realm of goal-setting, the SMART acronym has long been hailed as a beacon of guidance. Specific, Measurable, Attainable, Realistic, Tangible – it's the formula that promises the path to success. Yet, for many of us, it's become a rigid and uninspiring template, one that funnels the concept of planning and achievement into a starkly linear framework that appeals solely to the rational side of our brains.

Read More