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Information Overload…and our plan to help

There is so much information available to us on the internet. We live in a world where massive amounts of information on virtually any topic is at our fingertips 24/7. With all that is available, it can lead to information overload and downright confusion. I can't tell you the number of times someone wanted to [...]

By |2021-03-26T18:41:06+00:00March 26th, 2021|blog|Comments Off on Information Overload…and our plan to help

What’s the Best Investment Strategy?

Tuesday March 9th, 2021 What's the Best Investment Strategy One of the things I am frequently asked is, "What's the best investment strategy?" It's sort of a trick question, but I always answer the same…there is no best strategy. What works for you may not work for someone else. I also remind people that [...]

By |2021-03-09T14:18:04+00:00March 9th, 2021|blog|Comments Off on What’s the Best Investment Strategy?

Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

By |2022-08-09T20:40:26+00:00March 4th, 2021|Podcast|Comments Off on Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions
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