How to develop good financial habits

How to develop good financial habits

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...
Market Volatility and Investing

Market Volatility and Investing

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

Don’t go it alone

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...
How to plan for the next recession

How to plan for the next recession

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...