Life insurance may not be the first thing young, high-earning professionals think about. In fact, retirement savings, tax planning, and maximizing their portfolio may seem like much more attractive financial considerations for people at any age. But, when it comes to who needs life insurance, it’s often the same people who may not be thinking about it yet. In last week’s blog, Jon reviewed the importance of life insurance in… Read More

Last week’s blog article discussed when and under what circumstances you might consider using a Wealth Advisor. Today, we’re exploring what to look for when choosing one, especially near you. A quick Google search for financial advisors near you, or even a question to an AI assistant, will prove that there are a lot of options available in the area. It’s important, when spoiled for choice, that we take into… Read More

When it comes to your financial future, technical expertise matters—but so does alignment. Your advisor should be more than someone managing your investments. Rather, they are walking alongside you in decisions that touch every part of your life: family, legacy, generosity, and purpose. That’s why values alignment isn’t optional, it’s essential! If your advisor’s approach is disconnected from what matters most to you, the planning process can feel transactional rather… Read More

In last week’s blog post, Charlie introduced our summer blog series, entitled “Generosity and Wealth,” by discussing the joy and fulfillment that people can experience by living a life of generosity instead of a life of purely personal consumption.   In fact, judging by the daily deluge of marketing and advertising we all experience living in the twenty-first century, you would be forgiven for believing that personal consumption and instant… Read More

We open today’s blog post with a fundamental “core values” question: Are you integrating generosity into your use of personal wealth?   As we begin to dig into the topic of Generosity and Wealth, I would like to share some observations gleaned from working with financial planning clients for the past 35 years.   Let’s review these observations together, as shown in the following formulas:  Wealth + Generosity = Contentment, Fulfillment, and… Read More

As we near the end of the second quarter, we felt it would be interesting to take a dive into the performance of various equity market sectors this year and give an outlook for the remainder of the year. We explore sector performance and weights for industries like Tech, Financials, and Energy, and discuss how to determine the most attractively valued for an investor’s portfolio. Enjoy! Returns & Valuations by… Read More