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Do I Need a Financial Advisor?

Do I Need a Financial Advisor?

In the 21st century, endless information is accessible in the palm of our hands. With a few clicks, we can find the basic information we need to make financial decisions quickly and easily. But for some of us, basic information is not enough. Additionally, we tend to have limited amounts of time f...
2 minutes read
Super Fund your Roth IRA for Tax-Free Earnings

Super Fund your Roth IRA for Tax-Free Earnings

United States Army veteran William Victor Roth will forever be remembered for creating one of the most utilized tax-savings tools available. During his 30-year career as a US Senator, he pioneered a new retirement savings vehicle, the Roth Individual Retirement Account (Roth IRA), as part of the Tax...
2 minutes read
When turbulence hits, fly the airplane first

When turbulence hits, fly the airplane first

How do you know when there’s a pilot at a party? Don’t worry – they’ll tell you. Some (ok, most) of our clients may know that I was a pilot in a previous life. A significant part of pilot training revolves around handling emergencies: what actions to take, in what order, and how to make the righ...
2 minutes read
Keys to Effectively Setting and Reaching Goals

Keys to Effectively Setting and Reaching Goals

Have you heard the saying, “you can do anything if you set your mind to it”? Well, there is a lot of truth to that statement. The real question is, how do we “set our mind to it” effectively? The answer is in effective goal setting. This short article will outline an efficient process for setting an...
3 minutes read
Is This Risk Worth Taking?

Is This Risk Worth Taking?

Have you ever been faced with a difficult decision? Not sure which way to go because you didn’t fully understand the risks involved? Much like playing cards, there are times where we need to fold, and move on, and there are times where we should stay in the game based on anticipated risks and reward...
1 minute read
From the Outside Looking In

From the Outside Looking In

Have you ever wondered why you look different in pictures than you do in the mirror? How about why doctors go to see another doctor for their regular check-up? Why do schools request our own children be evaluated for gifted and talented classes by a professional? The answer to all of these questions...
2 minutes read
Off the Mark

Off the Mark

If you walk into your bathroom and step on a scale, you generally have a number in mind that you expect the scale to read. If the number is higher than expected, you know that you are skipping dessert for the next week. If the number is lower, then you are one step closer to cinnamon rolls for break...
2 minutes read
What's In A Market

What's In A Market

Every day investment professionals across the globe hear some version of the same question: What’s the market going to do? We are all guilty for asking, or at least thinking, about this question. There are also extremely insightful and thoughtful answers to that question. Unfortunately, on any g...
2 minutes read
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