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Portfolio (and mental) positioning for the $1.2 trillion infrastructure bill

Regardless of what side of the aisle you are on, this bill affects EVERYONE financially and mentally, and advisors should [...]

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Insights Archive

Insights
Monday, Nov 22, 2021

What’s new, and what isn’t and what is

Humans are naturally hard wired to resist change. The brain, specifically the amygdala, sees change as a threat which releases [...]

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Insights
Friday, Nov 12, 2021

Hiring an advisor is foolish, until it isn’t

Read the comments on almost any article or social media post involving the use of a financial advisor (AKA: investment [...]

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Insights
Monday, Feb 08, 2021

Flubbed Up Financial Plans

It wasn’t until I became a Certified Financial Planner™ (CFP®) professional did I understand all of the elements of a [...]

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