Do You Know Your Core Values?
Core Values act as a guide, and provide clarity, as you face major life decisions. Do you know your Core Values?
Follow the Money
Following the money shows that investing strategies that track the markets, rather than look to outperform them, have dramatically transformed the capital markets. Here's why...
The Key to Your Financial Closet
A trusted contact or loved one needs to be able to step in and open your financial closet, understand your financial situation, perhaps even manage your health care, and make needed decisions. Here is the key allowing them to do so.
Cybersecurity 101 Webinar: Protecting Your Financial Information
Concerned about protecting your on-line financial information? Please join us on Wednesday, May 27th from 1-2 pm CDT for an interactive discussion about digital security, moderated by our own Director of Operations, Karen Asbra.
Life Lessons From Guiding Blind Triathletes: A Conversation with Caroline Gaynor
Join us for an on-line TED style talk on Thursday, May 14th, from 4:00 pm to 5:00 pm CDT as Caroline Gaynor relates her experience guiding blind triathletes. She will discuss how clients and advisors can work together to navigate complex life changes and stay focused on financial goals - similar to an athlete zeroing in on the finish line.
What's in Your Jewelry Box?
We all have a special keepsake box that holds precious items we want to pass on. Week 3 of Cleaning Your Financial Closet looks at how organizing your estate planning and insurance can help you to do so.