Why Work With CFP®?
“Finances” doesn’t mean just one thing for most Americans and “Financial Planning” means much more than just investing. Bringing all the pieces of your financial journey together is a challenging task. With many moving parts in each individual’s/family’s financial life, there can be differe …
What’s Your Spending Kryptonite?
Published by Minna Burns I like to clean. As I’m scouring my kitchen and reach for a paper towel, I discover the roll is empty. No problem, I think; I’ll run to the store and get more. I pass my local supermarket but I keep driving. I pull into the parking lot of another store …
What You Don’t Know CAN Hurt You
Published by Teresa Milner, Wealth Advisor Ladies, let’s talk about money. Are you comfortable discussing money? Do you shy away from a conversation regarding your money because you feel you’re not smart enough to talk about it? Do you lack the confidence to discuss money matter …
Investment Banking & Asset Management: What’s the Difference?
To avoid the common confusion that lies between investment banking and asset management, let’s first look at what each of these fields truly is.
The True Value of a Financial Advisor
As an advisor, we get tasked with the burden of proof as to why someone should pay us to give them advice. If clients can do it all themselves or hire a computer to invest, what is the true value of having a financial advisor? Is it really worth it?
How Will You Measure Financial Goals in 2017?
Published By Ron Carson This is the time of year when many of us make resolutions and set big goals. Unfortunately, the promises we make to ourselves often get broken. Why? Many of us take the DIY approach, start out with great enthusiasm and, as life brings interruptions, gradually lose fo …
Year End Tax Tips
Published by Mark Lookabill It’s not too late! Before the clock strikes midnight on January 31, you still have time to potentially take some steps to lower your 2016 taxes. Here are six of my end of year tax tips:
Unintended Consequences of a Minor Child as Beneficiary
Published by Beth Schanou, Director of Wealth and Estate Planning When you hear “estate planning,” what comes to mind? Some of the things that come to mind for many are the need to work with an estate planning attorney and having long, hard to read documents drafted. That is part of it. Th …
Earlier is Better
Anyone who understands the time value of money understands that when it comes to investing, earlier is better. And yes, anyone would encourage you to the fullest of their ability to invest as soon as you can. But how do we invest early?
Uncertainty and Change
Published By: Mark Petersen | LinkedIn We live in a world of uncertainty! On November 8, 2016 most Americans thought they knew who the President-Elect would be. After all, we were informed by pollsters leading up to the Presidential election who was leading and the probable outcome. Many we …
KPIs Run Amok
Published By: Ron Carson | @rchusker In business, what gets measured gets done. That is why so many businesses set up key performance indicators (KPIs). So why did creating sales targets go so wrong for Wells Fargo, bring down CEO John Stumpf and lead to the bank’s $190 million settlement i …
