Break out the flags and the fireworks! It’s time to celebrate our country’s creation and our independence from British rule.
July 4 is a great time to think not just about barbecues but freedom. Why were a group of revolutionaries—the founders of our country—so determined to create an autonomous country? Ask any school kid: They wanted to be free. (more…)
The journey to achieving your long-term wealth goals follows a road that is not always smooth, clear and free of debris. Sometimes the market and the world at large will litter our path with obstacles for us to overcome. Global markets have been experiencing increased volatility, which comes in stark contrast to the even, steady growth that we often expect. (more…)
Do you feel “in charge” of your financial life? Or do you feel you are being swept along by a set of circumstances that are beyond your control? Do you take responsibility for making your own financial decisions, or do you acquiesce to the plans and opinions of others? Does fear, denial, or complacency keep you from taking a proactive approach to nurturing your own financial well-being? (more…)
Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics.
As you begin to be fulling engaged in 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? (more…)
By: Jonathan Scheid CFA, AIF®
The holiday season is just behind us, and while our focus may have turned to turkey, travel and the New Year, we need to make sure we don’t neglect our finances. Below are seven financial planning opportunities that every investor should consider before year-end. (more…)