What I Want My Daughters to Know about Managing Money

  Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is devoted to teaching my girls the skills and principles that will help them thrive in life, ranging from how to build a piece of furniture to how to stand up for yourself. Given my chosen…

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Behavioral Finance: The Psychology of Money

    Written By: Catherine (Katie) Buck   How we feel about money has been ingrained in us from an early age. Our cognitive biases influence how we feel about investing and will drive our financial decisions. Understanding and identifying these biases is an important part of financial advising that allows professionals to navigate around…

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Leaving a Legacy vs. Gifting During Your Lifetime

  Written by: Nicole Gobel CPA, CDFA   Over the last fifteen years, I have had the benefit of working with many different clients on the personal advisory side of wealth management. Some clients are adamant about leaving a significant inheritance while others are less concerned about leaving a legacy. Many want to help family,…

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Investing 101: Understanding the Different Types of Accounts

      Written by: Scott Strohecker, EA Investing is a critical component of building wealth and securing your financial future. However, before you can start investing, it is important to understand the different types of accounts available to you. From retirement accounts to taxable brokerage accounts, each type of account has its own rules,…

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Managing Your Investment Portfolio in 2024: Four Essential Tips

Written by: Paolo LaPietra, CFP® As we navigate the dynamic world of investing in 2024, managing an investment portfolio effectively remains a cornerstone for financial success and stability. The ongoing changes in the market landscape call for a strategic approach to portfolio management. Here, we’ll explore four key tips that can help investors of all levels…

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Q4 2023 Market Update

What a Year! Written by: Ryan Bouchey, Chief Investment Officer Download the Report Here   2023 Look Back For most of us, the New Year is all about having a healthy reset and looking ahead. I couldn’t agree more. I’m all about what the future has in store and focusing on how we can make…

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