Mid-Year Market Update
It’s already July and we’re midway through 2021 so we just had a great call with our portfolio manager, Guy to talk about where the market is headed. We’ve…
Read More →Survivor Income
Just recently Asher and I were putting together puzzles. He loves to do this and it’s a fun thing to do with him. We get this puzzle all put together,…
Read More →Mid-Year Tax Planning Tips
This week we’re talking about mid-year tax planning tips and how you can potentially save yourself from some large tax bills in the future by simply reading this article! …
Read More →Stocks vs. Other Investments: Common Wisdom
Common Portfolio Wisdom – Do Stocks Always Outperform Other Investments? Stocks always outperform other investments. Is that true or not? It’s kind of one of those common portfolio…
Read More →Estate Planning Basics
Estate Planning is really about control. Recently, my friend and I were having an interesting conversation about control. She said she always likes to be the one to drive somewhere,…
Read More →Women and Wealth Week
Women and Wealth Week Highlights We just held a week-long session called Women and Wealth Week where we discussed all the different ways that women can become involved, educated, and…
Read More →Women – Money – Power
Women – Money – Power: My dog had puppies. Eight cute adorable little Goldendoodle puppies and as we are finding homes for them often people are asking about their personalities.…
Read More →Power of Attorney – The Most Important Document
Why do you need a power of attorney? Let’s imagine that you have the choice of investing in two different accounts, one will turn your $50,000 into $100,000 in two…
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