Client relationships are the bread and butter of the advising world. While it’s easier to maintain positive client relationships when markets are up, it’s more important than ever to maintain those relationships during a down market. There’s no way around it – 2022 has been a rough year for investors and advisors alike. With many investments... Continue Reading →
Financial advisors can seem intimidating, and maybe you’re under the impression that advisors are reserved for only the ultra-wealthy. In reality, nearly anyone can benefit from working with a financial professional. If you’re wondering what value a financial advisor can bring to the table, you’re not alone. Read on to discover how an advisor can... Continue Reading →
You bought your new home and spent the first few months basking in the shiny newness of it all. You unpacked your belongings and hung your artwork and it’s really starting to feel like yours. But as time passes, those little fix-it things start popping up here and there. Is the mailbox crooked? Was that... Continue Reading →
If you’re like most millennials, you probably hope to own your own home one day. Imagine it now: Walls painted any shade you want, enough cupboard space for your growing mug collection, and your li’l fur baby won’t have to pay pet rent anymore. Your own home is a dream come true – but getting there... Continue Reading →
As you round out your financial toolbox, there’s one important asset you don’t want to miss: credit cards. Often, credit cards are seen as the big, bad boogeyman of personal finance – we’ve all heard those horror stories about people who wind up in massive debt from credit cards. However, used correctly, credit cards can... Continue Reading →
For many, an emergency fund is a great way to begin your savings journey. It’s a catch-all in case something unexpected occurs with your home, health or vehicle. Whatever stage of life you’re in, from your college days to your retirement years, a savings fund offers ease of mind as you go about your life. ... Continue Reading →
Getting hitched? Ready to party it up with the love of your life for the rest of your life? A wedding is a special day for both you and your loved ones – a chance for families to come together in celebration of something really special: you. In all the fun and excitement, it’s easy... Continue Reading →
There are a lot of advisor lead gen tools available these days – most come with a big financial cost in the form of a fee on leads who become clients, and even when they don’t become clients. Others have a big time cost, requiring hours of time invested each week in finding and chatting... Continue Reading →
You’ve probably heard about the historically high inflation rates hitting the U.S. right now, leading to rising prices of gas, groceries and even home utility bills. In essence, you’re paying more for the exact same goods and/or services (cue the sad trombone). But inflation also has long-term consequences that might not seem obvious at first... Continue Reading →
Ready to edit your credit? Your credit score can be the deciding factor for many big moments in your life: when you want to buy your first home, refinance your car or send little Timmy off to college. Whenever you need to borrow money, your credit score will likely come into play. If you are... Continue Reading →
