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Congratulations. You’ve decided to work with a financial professional to help improve your financial situation. How do you find a good one? Unfortunately, that’s harder than it sounds. There is a huge barrier between people seeking good financial advice and professionals offering it. Advisors can be found in the yellow…

  • Have you ever noticed when you turn on the news, the media is either panicked because the markets are down or celebratory because the markets are up? This may make for fun entertainment, but it can also impact people’s emotions, which are dangerous when they affect investment choices and financial decisions.  While you shouldn’t hide your head in the sand when it comes to the news, there’s a fine balance between staying up-to-date and obsessively following every market change. The Problem with the News Many people think watching the news will help them decide what financial or investment decisions to…

  • Many people accept that humility is a virtue, one that contributes to an individual’s success or legacy. Treating others respectfully and as equals is a courteous thing to do, as is recognizing everyone’s individual value and innate strengths. This is what I teach my children and the value that I integrate into how I run my business as well as my life. This extends far beyond an altruistic ideal, though. Humility is not simply being self-depreciating or passive. In fact, it’s less about our relationship with other people and more reflective of the relationship we have with ourselves. Humility is…

  • Not all goals are equal in their achievability. In fact, 92% of people don’t reach the goals they set.1 While goals can be difficult to achieve, they’re not impossible. However, the best way to set yourself up for success is to set meaningful goals. A meaningful goal sets itself apart from a standard goal in three main ways.1. It’s Specific and Measurable The more specific your goal, the more likely you are to reach it. According to one study, setting specific goals led to a higher performance 90% of the time.2 The reason for this is fairly simple: the clearer…

  • Humility Noun: a modest or low view of one's own importance; humbleness.   Synonyms: modesty, humbleness, meekness, diffidence, unassertiveness lack of pride, lack of vanity servility, submissiveness   At its surface, humility does not seem like a trait of those who thrive. Undoubtedly, in the animal kingdom, the meek, unassertive members of the pack are the first to get eaten. So, considering our own importance is essential to our survival. But, how does our ego affect our ability to thrive financially? In this arena of our life, what is the benefit of humility in spite of our ego? And how…



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