Episode 21: Planning For The Unexpected, Part One

If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal...

Analyzing the Debt Ceiling Crisis of 2021

In the 245 years since the signing of the Declaration of Independence, the United States has never once defaulted on its debt.  But...

October is National Breast Cancer Awareness Month

As financial advisors, our passion centers around helping you build and preserve the wealth that will carry you into retirement. It...

Financial News

Whether you do business with us now, never, or are considering it one day in the future, our belief is to share and help everyone grow. Whether in the business life as well as personal, we hope you enjoy these articles and find value within.

Five Famous Sayings from Yogi Berra and How They Apply to Finances

Five Famous Sayings from Yogi Berra and How They Apply to Finances

As both a player and a manager, Yogi always had a gameplan. If you have financial goals you want to achieve, you must have a gameplan, too. Investing without a plan is like running the bases with a blindfold on. You’ll be hoping to arrive at home base…only to run smack into the outfield wall instead. A proper plan, meanwhile, will help you know how much you need to meet expenses and reach your goals. It will help you know where that money can and should come from. It will help you choose investments that are right for you, not someone else. It will help you know what to do when the markets are up, and when they’re down. It will help you know when it’s time to swing for the fences and when it’s time to simply get on base.

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