Financial Fitness

Do You Know Your Financial Fitness?

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. There’s a reason you hear so many comparisons made between the daily decision making around…

My FPA NexGen Gathering Experience

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Influencer: (n.) the action or process of producing effects on the actions, behavior, opinions, etc., of another or others I recently attended a conference called FPA NexGen The Gathering. Typical…

It’s The Little Things, Ep #12

It’s the little things. From Tom Brady to Nick Saban, high performers tout their focus on the small details as the secret to their success. Little things make up the big things. But doing the little things is easy to…

Graduation Gifts That Make a Real Difference

Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But how many of those we’re memorable? How would you’ve liked…

Understanding the Average Investor

Don’t Be an Average Investor, Ep #9

When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started there, but expectations were sprouting before I knew it.  I…

Are You Missing Tax Opportunities?

I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you find yourself wondering every year around this time, what other…

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

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