Successful Investing (while riding a roller coaster)

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It’s natural human behavior in times of stress to reevaluate the current situation to find answers. This story rang true for many investors of globally diversified portfolios as the sharp declines of early 2016 caused some to examine their asset allocation and question if they were still making the right decisions. In fact, many investors […]

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Allen Speaks on Breadwinner Women at National Conference

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This November Sharon Allen spoke at the InvestmentNews Women Adviser Summit in San Francisco, California. She shared her expertise regarding the concerns and needs of Breadwinner Women in our society. Drawing from the national research from the Family Wealth Advisor’s Council, of which Sharon is a member, she focused on the resulting data highlighting the challenges […]

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Holiday Conversation Starter – Family Financial DNA

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What are your plans for this holiday season? Why not include some meaningful financial planning conversation while you pass the turkey? Every family has a “Financial DNA”…a set of unique values and personality around money. These values guide life decisions that have economic impact. For example, if community is important to you, you might choose […]

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Who’s Your Financial Coach?

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Leadership is getting someone to do what they don’t want to do, to achieve what they want to achieve. – Tom Landry The value that a coach of any kind brings to your life is outside perspective. A good coach can assess a situation for opportunities and challenges and plot a course of action that […]

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True Wealth

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Wealth is a funny word. It evokes emotional response from nearly every person I know. The reality is that we all possess wealth of some kind—wealth of financial resources, personal accomplishment, wealth of character, relationships, or any combination of all. A “wealth manager” should be uniquely suited to help make the most of your total […]

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