We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
The empty nest isn’t just an emotional milestone—it’s also a financial turning point. After years of raising children, managing busy schedules, and juggling countless responsibilities, the moment they leave home can feel both exciting and unsettling. Parents often experience pride in their children’s independence, but also a deep…
In today’s economic climate, financial stress among employees is reaching new heights. With persistent inflation, soaring credit card debt, and growing uncertainty, U.S. workers are increasingly seeking financial guidance—and plan sponsors must take note. Supporting your workforce’s financial well-being is no longer just a “nice-to-have” benefit; it’s essential for maintaining…
A Diverse and Trusted Network This video showcases the broad professional network the service provider has cultivated over the years, spanning a wide range of industries—from accountants and insurance experts to personal chefs and interior designers. Simplifying the Search for Trusted Professionals By leveraging their extensive…
Keeping politics out of your investment portfolio involves focusing on fundamental financial principles rather than making decisions based on political beliefs or events. Let me walk you through why prioritizing sound investment strategies over political considerations, can potentially achieve the most stable and consistent returns over time. …
In this fourth installment of our “Did You Know Blog?” series, you will get to know a little bit more about each team member. Pay close attention, there may be a quiz at the end!
Have you ever hear of the term “Black Swan”? Most serious investors are at least familiar with the phrase made famous by Nassim Nicholas Taleb in his book "The Black Swan: The Impact of the Highly Improbable". For fun, here is some history.
The recent changes in the market can have some of us concerned, but should it?
Jeff recently found the best article on the Fiduciary Rule yet. Join him for a fresh take on a recurring topic...and maybe even a laugh!
Jeff discusses how some brokerage firms are trying to get away with adding “soft dollar” fees to the ETF market to make a quick dollar.
As the Holidays are now upon us, Jeff Ivory looks back at the year that was in 2016 and forward to 2017 in his year end letter.