How Discipline Can Improve Your Life

How Discipline Can Improve Your Life

Discipline is arguably the most powerful tool at your disposal to tackle life’s challenges and achieve greatness.


How to Create a Family Legacy

How to Create a Family Legacy

Creating your family legacy is so much more than money. A truly meaningful legacy is cultivated from a lifetime of relationships, accomplishments, traditions…


4 Things I’ve learned after 20 years as a financial advisor

4 Things I’ve learned after 20 years as a financial advisor

Here are 4 Things I’ve learned after 20 years as a financial advisor. These points are simply takeaways from years in the financial industry.


Inverted Yield Curve: What it means for investors

So, when news breaks that the bond market, in the most reliable government in the world is out of whack, it concerns people. This recently happened.


Tips for the Young Investor’s 401k

Neglecting the importance of asset allocation, savings rates, and choosing between Traditional or Roth contributions can impact your future considerably.


Money smart families

Money Smart Families Begin at Home

We sincerely believe that passing wisdom before passing wealth to the next generation helps minimize the potential harmful effects of money and instead can be…


10 Minutes a Day Is All It Takes

10 Minutes a Day Is All It Takes

10 minutes a day is all it takes to address these four key areas: spiritual, academic, skill-building, and service-oriented growth. 


Can You Actually Time The Stock Market?

Can You Actually Time The Stock Market?

Not only is getting the timing right incredibly difficult, but you must do it twice! Once to get out of the market and another to get back in.


How Successful People Make Decisions

How Successful People Make Decisions

How successful people make decisions. Those who correctly and effectively take action are the ones who ultimately succeed.


Blinded by the Past

Blinded by the Past

Recency bias is a flaw in all humans. People are blinded by the past and are more likely to recall recent events than they do past events.


Financial Advice for Elyse

Financial Advice for Elyse

For now, she has three main functions: sleep, eat, and poop. But that won’t last forever. Financial adivce for my newborn daughter Elyse.


The Dog Years of International Stocks

The Dog Years of International Stocks

Throughout 2019 the US stock market has outperformed the aggregate International stock market. Is this the dog years of international stocks?


How Much Do I Need to Retire?

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Is your family set up to succeed or fail?

6 Keys To Create An Impactful Legacy