The Power of the Arts to Elevate Life During Quarantine
We have missed live theater, dance and music, but we have a few virtual options for you to enjoy from home.
We want you to know
Happy 4th of July!
On this Fourth of July, enjoy some fun facts about the Stars and Stripes as well as a little Quiz to test your knowledge.
The Benefits of Productive Work
While we are planners and not psychologists, we do have the benefit of observing the behavior patterns of a homogenous demographic group. This assists us in helping clients work through challenging times. Since we have been around over 30 years,…
How Exciting is Your Ride?
The volatility of the market this year has been a classic example of how Portfolio Theory works. We explain!
The Science of Happiness
Last fall, Rick and I had the opportunity to attend a conference hosted by eMoney (our financial planning software company). I expected excellent technical training and information; I did not expect the keynote speakers’ focus on human psychology. I came…
Unplug from News and Social Media
With all the stress in the news, perhaps it’s time to unplug from the news and social media. We have some suggestions for other ways to spend your time.
Are you better than before?
Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.
What has been unleashed?
In the real world, not all side effects of an opened box are bad.
A Sad Farewell
We say goodbye to our wonderful Client Services Manager.
The Value of Modeling
Modeling is the key to successful financial planning.