Blog

Love and MOney February is often called “the month of love.” With Valentine’s Day right in the middle of the month, it makes sense. But

end-of-year Checklist This month we finish up our quarterly conversation around end-of-year planning.   The end of the year is a great time for reflection. It’s

Timing the Market VS. Time in the Market This month we wrap up our quarterly discussion by contrasting two very different approaches to investing; timing

How are Your Investments Taxed? Ever wonder what role taxes play in your investing? Do you know how the accounts you’re investing in are taxed?

Give, Serve, and Be Happy This month we continue our discussion around money, time, and happiness. Is there a way to spend your money and