The Master’s Minute

Helpful Tools and Tips

The Master’s Minute – Regular Investment Analysis and You

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Couple with their financial advisor talking about investment analysis, smiling.

Your portfolio may seem to be running at peak efficiency, but how do you know for sure? Regular investment analysis is an essential piece of the puzzle. Personal financial planning, or business planning, will always be the primary focus of our relationship with you. Does that make our investment management unimportant? Certainly not! Perhaps you can think of it this way: financial planning is “the vehicle” that gets you where… Read More

The Master’s Minute – The Why & How of Modeling Financial Habits for Kids

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Couple showing their child good financial habits, using a pink piggy bank.

Recently, my child, a high school freshman, started a personal finance class at school. As a parent, I’m thankful she has the opportunity to increase her financial literacy in a structured way. Although, it reminds me that many financial lessons are learned through the course of daily life. Some adults have not been taught financial literacy, and for them, those lessons can often be learned the hard way. Why We… Read More