Investment Consulting

Does a one-size-fits-all approach work well for you? Step into a recent doctor’s appointment with us and see how we really feel about trying to make the same thing work for everybody.

Why You Shouldn’t DIY Your Finances

Do you remember those home perms from the 80s?! I know, we’ve tried hard to forget them. But they can teach us a valuable lesson about what you should not DIY, including your finances. Here’s a look at the invaluable benefits of professional help, with a healthy dose of nostalgia.

Tidying Up Financial Clutter

Spark joy by parting with all those old statements, tax returns, and utility bills. You just watched the show with that organizing consultant who helpspeople de-clutter their lives. It’s inspiring seeing others go through closetsand part with useless stuff they’ve unnecessarily hung onto for years.You shut off the TV and head into the home office to check your email rightbefore … Read More

Year End Message 2022

From our team to you, here’s our heartfelt wish for you in 2023 … with a little math included, because we really do love to add it all up!

Retirement Planning

Don’t you just love planning your next vacation? It can take work, like researching locations and travel prices and building an itinerary. Believe it or not, a lot of people spend way less time planning for their retirement. Vacations last a few days, your retirement could be decades long. Here are some ways to make the most of it.


It’s the word on everyone’s lips right now: inflation. But how does itreally impact your financial plan? And more importantly, how can you fight its effects? Here are some ways.

How do geopolitics highlight the need for more sustainable innovation?

By: Meera Pandit, Global Market Strategist The war unfolding in Ukraine is a political crisis, yet it also highlights economic vulnerabilities to many industries, and underscores the need to adapt in the face of both geopolitical and climate risks. Although climate change is a key consideration in sustainable investing, sustainable investing is more broadly about finding companies that are durable … Read More

Market whiplash hurts, but what do long-term indicators say?

MARKETS AND INVESTING May 06, 2022 Take a deep breath and focus on fundamentals, says Raymond James Chief Investment Officer Larry Adam. Volatility is never comfortable, and this year is no exception. With the May 5 drawdown, the S&P 500 is down 13% year-to-date and near its lowest level since May 2021. Interestingly, despite the sharp gyrations throughout the week, … Read More