Uncategorized

Tax reporting season can be frustrating because it feels like our wealth is dissipating into the cost of our tax liabilities. If such thoughts cross your mind, here is a positive thought antidote: Use the strategy of dollar-cost-averaging into your portfolio of investments, to help build wealth more quickly. As Mckenzie suggests, this strategy may help you, in all kinds of markets. For a second opinion about the effectiveness of your dollar-cost-averaging efforts, contact us today to schedule ...

Regular money meetings can truly enrich the communication between you and your spouse, or within your primary relationship. Mckenzie has some tips you do not want to miss; take a look! Remember to contact us today for additional perspective, such as that provided on our recent post regarding financial transparency in marriages.

Investors who plan, and focus on implementing their long-term planning to build wealth, do not waste time and energy second-guessing their decisions. Their focus leads to more confidence and yes, likely to greater wealth as well. Jennifer helps you affirm that Confidence is Key. Start a conversation about your wealth-planning goals by contacting us today.

It is easy to feel stressed about your money when the financial markets are gyrating with big swings in a positive direction, followed by bigger swings in a negative direction. What’s an investor to do? It may be time to consider selecting a professional advisor, to help keep your mind at peace and your money on track so you may achieve your long-term goals. Contact us today to schedule a meeting.

All investors have probably heard that down markets present a buying opportunity. Well, even if you do not have a lot of cash to put to work right now, consider increasing your 401(k) contributions to the maximum allowable. Each contribution you make when markets are lower buys cheaper shares—just like shopping during a good sale!

Most of us want to retire—someday. And we aim for our investments to appreciate so that we can distribute income from them throughout our retirement years, without running low on money and equally importantly, without diminishing our style of living. When the capital markets gradually appreciate, our goals for making work optional—retirement—feel good indeed. Now that volatility has returned with a vengeance, it can take a dose of faith to stay invested. However, there are three things we investors ...

One gift you can give yourself this holiday season is to conduct regular money meetings with your significant other. Take a look!

When we think of cyber-security, it is easy to assume that if our technology providers do their jobs well, we are protected. But today, no matter the skill and competence of our tech providers, and no matter the effectiveness of our passwords and the systems we use to secure them, the threat to our security remains. Surprising to many, when this threat compromises our security, the cause is most often people behavior rather than IT system inadequacy. The ...

I don’t know about you, but I like to stretch my money so I can do more with it, not less. Consider this framework for allocating your income!

The kids are heading back to school and we parents are hoping they learn a lot, not just academic information but life and social skills, too. Jen’s video introduces an important life skill—understanding money—that you can help your children learn.