Celebrities – Estate Planning Mistakes We All Make

Celebrities – Estate Planning Mistakes We All Make

Celebrities, they’re just like us Aretha Franklin’s common estate planning mistake A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...
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...
The question that’s much more important than tax reform

The question that’s much more important than tax reform

Questions about tax reform are on everyone’s minds recently, but there are even more important financial questions that you should be addressing. Mitchell Barr, Client Associate There’s a mistake many people make when approaching financial advice. They treat financial...
How much money should you bet on the favorite?

How much money should you bet on the favorite?

Randomness and luck affect your investments more than you think Mitchell Barr, Client Associate The last horse was loaded into the gate and the crowd focused in with only moderate enthusiasm. It was the 131st running of the Preakness stakes. The race was not thought...
Ducks in a Row

Ducks in a Row

Ducks in a Row Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and heartening triumphs. Setting goals...