My gut said to write and send this email today.  After 15 years of seeing the ups and downs of this crazy thing called the stock market, and learning more about the psychology of investing and how we as humans are wired, I tend to perceive when our clients may be feeling a little “unsettled.”…

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We’ve all heard the saying, “Money can’t buy happiness.” In many ways, I believe this is true! However, what if we readjusted our thinking to see that money can, in fact, allow us the chance to have experiences that we otherwise may not be able to pursue, leading us to greater happiness? As a Financial…

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Last year, it hit me how so many of our clients – and many people in general – do not have an organized way to help their surviving loved ones carry on with their finances once they are no longer here. My team has witnessed spouses in distress because bills were piling up and they…

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