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Start Your Marriage on Stable Financial Footing

Published by Zachary Langan, Associate Wealth Advisor

Getting married is super exciting and simultaneously stressful. Planning the wedding can consume nearly all our thoughts and energy, yet there’s a combining of life and finances that will continue long after the special day.

What are the best things a newlywed couple can do to set off on stable financial footing? Let’s look at a few… Read more


Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more


You Need Financial Accountability

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor


In 2018, I started working out 3 days per week with Kelly, a personal trainer.  He’s 53 and lives for physical fitness, and his whole lifestyle involves active living.

Working with Kelly for just three months now has helped me develop new habits and routines related to my personal health goals. For the first time in a long time, I’m optimistic and confident that I’ll be achieving my fitness goals in 2019.

Initially, my wife was irritated. It’s expensive to work one on one with someone. Read more

year end planning


7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more


Markets Move Up, Markets Move Down

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

“You can’t steal second base with your foot on first”

As I sit down to write this entry, I am looking at data from yesterday’s single day market movement. Large US stock market indexes shot up close to 5% in a single trading day.[1] That is the biggest one day move up since March of 2009 for some of the indexes and for others, it was the largest single-day move ever recorded in US markets.

This is ironic since I am setting out to address what looks like year-end statements that will show many investors down for the year in the 10% range for the first time since 2008. Read more


The Joy and Value of Reading

Photo by Josh Applegate on Unsplash

Published by Stephanie Wilson, Lead Communications Associate

I learned the joy of reading from a very young age. The imagination that it took to picture the world inside of a book taught me creativity and out-of-the-box thinking. Creatures and characters took on life and spurred improvements in my vocabulary and my relationships with others. Finding others who liked the same books created a community in my school. Read more


All the Way to the Finish Line

“Helping parents secure college financial aid for their high schoolers.”

Published by Sherri Graf, CEO of Imagine College Coach

It is a marathon, not a sprint. As a parent, you have been a faithful fan. You stood in the rain, endured sweltering heat from the stands and cheered until your voice ran out. You have driven miles and miles to get your child to practices, games and school events. Read more


Current Market Volatility

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Update on current market volatility:

We’re in the midst of normal market volatility but we understand it still feels scary. This post is a reminder of the importance of staying grounded and unemotional during these periods where stocks sell off and headlines run hot. The price of returns over the long term is just this sort of temporary volatility. That’s always been the case.
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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more


The Most Common Big Mistake for The Average Investor Is…?

Published by Robert W. Huntley, CFP®, CHFC®, Founder & Wealth Advisor

Since 2001, Vanguard has updated a report annually titled “Advisor Alpha.” It’s a well-known piece among financial advisors because it is published by a highly trusted and reputable source, and it attempts to quantify the value to an average investor of working with a professional financial advisor.

One thing that makes it so interesting is that Vanguard cut its teeth originally as a low-cost way to invest in broad markets and just let the markets do what they do. Because of this, Vanguard was perceived to be against advisors who charged fees or commission for their services. Read more