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Past Commentary & Articles

Article
April 27, 2023
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Some people spend more time making vacation plans than they do selecting a financial advisor, but we believe choosing the right advisor could potentially make a major difference in your long-term financial well-being.

Article
April 26, 2023
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Building trust with your financial advisor involves committing to honesty, transparency, consistent and open communication, and collaboration. We believe that these five tips will help you find an advisor who is a good fit.

Wise Women
April 25, 2023
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When you were married, you likely relied on your spouse to pay the bills and manage your finances if you lost your job, became ill, or suffered injuries from an accident. If you are now solely responsible for handling your finances, consider developing a contingency plan so you won’t miss bill payments due to unforeseen life events.

Article
April 18, 2023
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Gold’s value has fascinated investors for centuries, and it is one of the most polarizing assets in existence, right up there with Bitcoin. Some consider gold to be the premier hedge against economic uncertainty, while others view it as non-productive with no income. The truth lies somewhere in the middle.

Wise Women
April 18, 2023
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Spring is a great time to clear out the clutter and get ready for some very productive summer months. Here are seven ways to spring clean your finances.

Article
April 12, 2023
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In a rising interest rate environment, investors often wonder what they should do with cash set aside for short-term financial goals, emergencies, or everyday expenses. While there is always some risk involved, here is a list of available options to earn interest without risking the principal amount, ranked from the least to the most risky.

Wise Women
April 4, 2023
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Retirement is a significant milestone and brings with it a significant shift in identity and purpose. Without proper planning, this can lead to feelings of uncertainty and loss of control. By taking the time to reflect on how retirement fits into your identity, creating a purposeful schedule, and developing a cash flow plan, you can make the most of this new and exciting chapter in your life.

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