The Silent Struggle: Why Baby Boomers Avoid Tough Conversations About Health and Wealth

The Silent Struggle: Why Baby Boomers Avoid Tough Conversations About Health and Wealth

Education Featured Financial Planning Lifestyle Money

Navigating the “Money in Motion” Era

Navigating the “Money in Motion” Era

Featured Financial Planning Investments Risk Management

In today’s rapidly evolving financial landscape, characterized by technological advancements, global economic shifts, and changing consumer .
Families Dealing with Addiction: A Roadmap to Stability and Support

Families Dealing with Addiction: A Roadmap to Stability and Support

Featured Financial Planning Investments Lifestyle Money Risk Management

Dealing with addiction within a family can have a profound impact on various aspects of life, including finances. It is crucial for families to .
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Take Hold of Life

Education Lifestyle Stories

Lately, we have been talking about the markets and market volatility. What can we do about it? Not much, so let’s focus on what we can control. We are living longer so let’s take better care of ourselves and strive for a better life. Let’s put .
  September 14, 2018 1

Mid-Year Review of the Financial Markets (Video)

Economy Education Featured Stock Markets

Mid-Year Review of Financial Markets We are pleased to provide this 15 minute video on a Mid-Year Review of the Financial Markets from our colleague and friend, Charley Wright.  It includes a brief review of the investment performance of the ten .
  August 27, 2018 3

The 6 Best Ways to Save For College

Current Tax & Finance Education Featured Lifestyle

With the cost of attending a traditional 4-year university somewhere between ridiculous and ludicrous, many students and parents alike have looked towards cheaper alternatives such as online universities or attending a junior or community college .
  August 14, 2018 0

Modernizing your Business

Featured Lifestyle Stories

There is so much in the way of new technology that it seems impossible to keep up with it all. There are so many digital tools available to businesses that it can be hard to evaluate what you need and this article certainly isn’t going to be one .
  August 8, 2018 0

Sell in May and Go Away?

Economy Featured Risk Management Stock Markets

What is this adage based on and is it good advice? Since trading in markets began, traders have been trying to figure out how markets work, what patterns to watch and how to predict the market ups and downs. After all, if you could figure out when .
  May 15, 2018 0

The Market Ups and Downs

Featured Risk Management Stock Markets Stories

What is going on with the markets?  You may have noticed recently that stock and bond markets have suddenly become more volatile, more prone to ups and downs. Until recently, volatility has been at an all-time low. How do we measure it objectively? .
  March 21, 2018 0

A Change in Sentiment

Economy Featured Risk Management

As CNBC and other news stations reported calamity in the stock markets around the world last week, I felt this would be a good opportunity to discuss how we currently view the markets and the economy. And though stocks rebounded some today, there .
  March 20, 2018 0

Market Noise

Economy Risk Management Stock Markets

It is easy for emotions to get the best of us and lose sight of the big picture when the markets are so volatile. Political news feels like a rollercoaster ride in of itself.  Every day it seems like someone is leaving the current administration, .
  March 12, 2018 0

Tax Changes Are Coming Next Year, but You Can Plan for Them Now

Current Tax & Finance Featured Lifestyle

With the potential major changes to our tax laws in 2018, there are a few things that you can do now to help protect your future, but you have to act now! This article from the New York Times is very well written and informative. We suggest that .
  December 20, 2017 0

Ward Aguilar Financial Market Update June, 2017

Economy Stock Markets

Tell me about the Global Economy. Things were looking up last quarter. Especially for emerging markets as global demand was picking up. However, there are some uncertainties on the horizon that could become a bigger concern for the global recovery. .
  June 21, 2017 0
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