Jan 25, 2022
A topic that is often overlooked until we bring it up with a client is when to get life insurance. It’s a bit of a conundrum on the surface: When you’re young and healthy, the risk of dying seems lower or you may not even have someone dependent on your income yet. But when you get older, your risk goes up, and so...
Jan 18, 2022
Last year felt like a blur for many. Before we
were able to even process 2020, we were nearing the end of 2021. It
was a year of uncertainty, anticipation, and hopes for a return to
normalcy—and one that showed yet again the importance of trusting
markets and remaining flexible.
In this episode, we’ll do a dive into...
Jan 11, 2022
The Omicron Variant has contributed to ER volumes being at all-time highs across the US. It wasn’t too long ago, volumes were low. In either case, such volatility has left financial consequences – both positive and negative.
In this episode, we explain this K-shaped divergence, both in the economy and internally...
Jan 4, 2022
A New Year means a clean slate. With that typically comes resolutions: exercise more, eat healthier, quit smoking… and dare we say prioritize your finances!
But unlike other resolutions that may only last a month or two, there is a way to stay true to prioritizing your finances. And when done correctly, studies show...