As the old year draws to a close and a new one begins, millions of Americans will once again make New Year’s resolutions. For many, these resolutions focus on health… Read More
Five Behavioral Finance Resolutions for a Better Financial Year
Planning for Emergencies
Client Question: Should I Be Using a Health Savings Account?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in… Read More
Disruptive Forces: Thriving in a World that Won’t Sit Still
On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More
Money Scripts—Part 2: How to Manage the Script
Understanding why we behave the way we do with money is the first step toward transforming our relationship with it. In part one of this series, we explored the concept… Read More
Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend
When it comes to our finances, we’re only human. We make good decisions and sometimes, not-so-good decisions. Behavioral biases play a big role in our savings, spending and investing decisions…. Read More
Financial Readiness: Preparing Yourself Before Disaster Strikes
Earlier this fall, Hurricane Helene moved inland from the Gulf of Mexico as a tropical storm, from Georgia to the mountains of North Carolina. In western North Carolina, the thousand-year… Read More
Healing What Hurts: Can a Financial Therapist Help?
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. But sometimes, we… Read More
7 Ways to Derail Your Investment Portfolio
Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV
Wondering what steps you can take if you are worried about losing your job? How do you take advantage of the market decline and current income tax rates? These are… Read More
