Three ways to keep cool during market downturns Mitchell Barr, Client Associate What are you afraid of? Take a minute to think about your top three fears. Why are you afraid of those things? Let’s say your number one fear is snakes. Snakes are slimy and ugly, but...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Wines to try this Spring Here in Arizona, the temps are quickly rising, and we are turning on the air conditioning in our cars. This time of year bottles of rosé start showing up everywhere in...
Training your brain to build wealth on autopilot Mitchell Barr, Client Associate We all have areas of our lives we want to improve. You may want to lose a little weight, be a better listener, or manage your time more efficiently. We often turn to self-help methods to...
Power of Diversification Brandon Yee, CFA® In light of recent market volatility and the near certainty of future market pullbacks, developing a framework for thinking about and investing through market...
Don’t go it alone Why working with a financial advisor is key to your financial well-being James Taylor CFP®, Wealth Counselor Shortly after the 2016 presidential election, I received a frantic call from a client. He and his wife wanted to sell all their investments...
Winter is coming, do you have a financial plan? Mitchell Barr, Client Associate Note: There are spoilers from the popular HBO series Game of Thrones in this article. With all the wisdom of Ned Stark, I will say it: Winter is coming! By “winter,” I’m referring to the...
