Blogs and More

The start of a new year is a great time to reflect on the past, set goals for the future, and tune out predictions from the financial industry.

Every January, many of us commit to resolutions like eating healthier or exercising more, but a lot of us fall short of sticking to them—because lifestyle change is hard. Improving success in most areas of life demands increased effort and action. But investing is different in a way many of us have a hard time accepting: Doing less often means ending up with more.

While there were some notable downturns through the year, financial markets showed resilience in 2024.

Budgeting can be fun? Of course! Let me show you how...

A personalized asset allocation is a key component in a disciplined investment plan. But remember, not everything in your portfolio will be performing great at the same time. Life can work that way too. Have you thought about your life’s asset allocation? Is it time to rebalance?

What goals are important to you? Are they aligned with your Core Values? Shari Reiches shares a story that may provoke some thoughts...