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Why Your Investment Portfolio Shouldn’t Be ‘Unique’

Why Your Investment Portfolio Shouldn’t Be ‘Unique’

by Austin Rowland | Mar 21, 2025 | Financial Planning, Investing

Everyone is unique, and that is why we often pay more for goods and services that feel catered to our specific wants and needs. For instance, as a taller man with specific clothing needs, I would pay much more for a tailored outfit that I know will fit than clothes...
Market Corrections and How to Take Advantage of Them

Market Corrections and How to Take Advantage of Them

by Andrew Castleberry | Mar 20, 2025 | Financial Planning, Investing

Financial markets exhibit inherent volatility, characterized by growth periods and occasional downturns, with market corrections being a common occurrence. Today, I aim to clarify market corrections, differentiate them from other market events, and offer some...
The Backup Quarterback: Ensuring Financial Continuity for “The Other Spouse”

The Backup Quarterback: Ensuring Financial Continuity for “The Other Spouse”

by Austin Rowland | Mar 12, 2025 | Financial Planning

Marriage intertwines lives, including finances. Often, one spouse naturally gravitates towards financial management, while the other engages less frequently. We’ll call the less financially involved partner “The Other Spouse.” This isn’t...
Balancing Long-Term Investing and Short-Term Needs: The Liquidity Lesson

Balancing Long-Term Investing and Short-Term Needs: The Liquidity Lesson

by Austin Rowland | Jan 22, 2025 | Financial Planning, Investing

When it comes to financial planning, we are often trying to determine the most efficient way to reach our financial goals. Goals to retire on time, maintain our preferred standard of living, and care for those we love along the way. All of us have to make tough...
19 Ways Financial Planners Actually Help Clients

19 Ways Financial Planners Actually Help Clients

by Ken Bellavance | Oct 22, 2024 | Financial Planning, Investing, Retirement

Do you manage your own finances or use a ‘financial advisor’? Understanding the full capabilities of a financial planner is crucial. Why? Because while advisor fees may seem similar, the level of service can vary significantly. We can help you build a...
Charitable Giving, Retirement, and Qualified Charitable Distributions (QCDs)

Charitable Giving, Retirement, and Qualified Charitable Distributions (QCDs)

by Ken Bellavance | Oct 21, 2024 | Financial Planning, Retirement

A Case Study: Chloe and Marc Chloe and Marc are both retired and 71 years old. They are organized and intentional with their finances and looking to make the most of what they have in retirement. Let’s review Marc and Chloe’s financial standing. Income: Marc received...
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Recent Posts

  • Why Your Investment Portfolio Shouldn’t Be ‘Unique’
  • Don’t Invest Like a Billionaire
  • Market Corrections and How to Take Advantage of Them
  • The Backup Quarterback: Ensuring Financial Continuity for “The Other Spouse”
  • Balancing Long-Term Investing and Short-Term Needs: The Liquidity Lesson

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