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Lowering Financial Stress

 Financial fitness is not about accumulating a certain amount of money. It’s not about being wealthy. Instead, it is about having everything you need to feel happy. For some this means being able to travel several times a year. For others it may mean being able to work less and... more

Market Outlook - May 2012

 The last several months have been fairly “stable” in the market. Yes, there have been swings but the Dow Jones has hovered between 12,700 and 13,200 for most of this year. However, there is one company that is grabbing the spotlight on a regular basis. Apple. I can’t recall a... more

Fees Planners Pay

 In my series about fees we will explore some common investment fees as well as some fees you may not realize you are paying I have explained basic investment fees and lesser known product fees. Now, I want to let you in on some of the fees we (and many advisers... more

Final Week of Big Bank Switch

 The Big Bank Switch series is an inside look at Matt’s journey through switching his personal primary banking. By using a similar process you may save time and concern over doing the same. When I started my journey of transferring what felt like 75% of my financial life from Bank of... more
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