Bucking the Trend: We Do Not Believe In Replacing Financial Advisors with Automation
As with most areas of our lives, the financial services industry is moving toward automation and away from human interaction ...
Retirement is a Lifelong Process – Let Us Guide You
It’s no secret that retirement is a time for significant change, and this means different things for different people. For ...
Sometimes the Value of Your Financial-Advice Team Is What Didn’t Happen
When people discuss why they appreciate their financial advisors, they typically specify helpful actions the advisors took, such as allocating ...
You Can’t Practice Retirement — How to Do It Right
When was the last time you did something perfectly the first time? It doesn’t happen often because most things in ...
The Market Doesn’t Care Who Wins the Election
As we approach the 2022 midterm elections, we are already hearing about who may run in 2024. As usual, the ...
Why Are You Investing – To Live Your Dream or to Beat an Index
Markets and portfolios move up and down — but does it really matter? As we close in on the midpoint ...
The U.S. Economy is Strong, Regardless of What Some “Experts” Say
________ As gas prices and inflation generally surge, we are hearing a lot of commentary from pundits — and often, ...
How “Recency Bias” Affects How We React to Market Fluctuations
If you drive past a police speed trap, you will probably slow down —not just at that moment, but also ...
