Blog

Investing in Yourself

Owning your small business has afforded you the benefit to design the life and life the lifestyle of your choosing.Although calling the shots is not always easy, being your own boss is one of your greatest accomplishments. But have you planned for the life...

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Strategies for Market Volatility

When markets are volatile, sticking to a long-term investing strategy can be a challenge. However, there are things you can do to keep market turbulence from distracting you from your goals. Find out some tips in this 3 minute video. Need help...

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Shape Up Your Financial Plan

How healthy is your business? It's an important question, and in difficult times like these, it’s even more important to reassess. Whether its about growing your business, reviewing and training staff, reviewing your CPA, attorney, insurance agent(s), consultants...

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Taking a Financial Inventory

Taking your financial inventory can be done by anyone at any time. It's the first step to getting your financial house in order, whatever life stage you're in. Check out this video to help get you started. Looking for help getting started, or looking for a second...

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You Got This.

We’re here to help you determine and pursue your unique financial goals. Check out this video to see how we can work together to overcome your current financial challenges.

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Taking a Closer Look at Target Date Funds

Target date funds have become a staple of 401k retirement plans, where they are often the default investment option for new employees. A target date fund is based on and named after the year that approximates when an investor plans to withdrawing the money for...

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Get paid $22 AND get a barrel of oil!

It has been a crazy 2020 for the investment markets. When you thought you’d seen it all, the crude oil markets say… "Hold my beer…." On Monday April 20 th , there was a moment where you would’ve been paid to take a barrel of oil. The price of a barrel of oil ended up...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?