Check Out Our Exclusive Articles & Newsletters Online

Making Lemonades Out of Lemons

Making Lemonade

November 1, 2022

When the market is down and your investments are losing money, your financial health feels like it is spinning out of control. Take control back, here are some ideas for how to make lemonade from a basket of lemons. Recognize…

Read More
A Pink Flower with a Quote Image

Chapters in Life

July 30, 2022

I found this quote especially helpful when working with clients that are in a chapter of their story that is hectic, unfortunate, busy, or just not their favorite chapter. Here are a couple of suggestions I give clients to help…

Read More
A Line Graph with an Arrow Pointing Downwards Image

Surviving a Bear Market

July 12, 2022

Most headlines have some type of reference to market volatility, how to survive, what you should do in a “down market”. Reading the paper everyday is depressing and if you follow the headlines you feel as if you should be…

Read More
A Woman Full of Questions in Mind Image

Decisions, Decisions, Decisions

May 24, 2022

Day of DecisionsEvery day we are faced with a host of decisions. In the first hour of the day, hundreds of decisions hit us. What clothes to wear, what to eat for breakfast, do the kids need lunch, who is…

Read More
A Red Marker in Hand with Risk in the Box Image

When You Cannot Control Risk, You Try to Manage It

May 3, 2022

This is a tag line I use daily. I also write many blogs on this. Every day we manage risk, sometimes without realizing it. We buy insurance, wonderful way to manage risk. We purposely invest in cash to control risk,…

Read More
Market Volatility Expressed in Graphs Image

Surviving Market Volatility

April 4, 2022

One way to survive market volatility is to just not look. Yes, of course that makes sense, but this certainly is not practical, and most people invested in the market feel that they should know what is going on. I…

Read More
A Yellow Right Direction Arrow Image

Why is Change So Hard?

March 17, 2022

We underestimate how we are creatures of habit. Change most often ends up being good, we cannot be afraid of change. Let’s think about some of the bigger changes in our lives and why we need to be adaptable. Job…

Read More
A Young Woman Happy State Image

Why Managing Risk is Important to your Financial Confidence

March 9, 2022

I love to write down quotes that I hear or read and then steal them! I always though tell people that this isn’t my orginal thought. Here is a good one that I heard Don’t give someone or something free…

Read More
International Womens Day Quote Image

When you find yourself in hot water

March 9, 2022
Read More
Filing an Individual Income Tax Return Image

Tax Deferral Should be Top of Mind

May 14, 2021

Back on my tax kick. I have listened to two presentations this week discussing proposed changes to estate taxes and they are big. You cannot plan for something you don’t know will happen but we can plan for what we…

Read More

Sign up for blog updates

Please enter a valid email address.
Something went wrong. Please check your entries and try again.