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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What Investors Really Want

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Choice Millions of Americans are investors. The reality is that many investors also benefit from working with some sort of advisor. However, the landscape of available financial advisors is confusing! Financial advisor, stock broker, financial planner, money manager, wealth manager…who does what and what do I really need? Nearly each of these professionals will refer […]

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Investing Traps to Avoid

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If you are an investor, you may feel like you have a target on your back. Everyone from sales people to talking heads are aiming to either sway your opinions or cash in your chips. Here are a few classic, yet tempting, lines of thinking that you should endeavor to avoid which have the power […]

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