OUR PERSPECTIVE

We are passionate about the financial services we provide our clients and love to spread our expertise to all those that can benefit from it. We love to take on the role of educators and teach our clients that want to understand the details behind what we do. We do our best to post great and relevant content that will benefit you on your road to taking control of your financial future.

Five Financial Moves to Make in 2022

Blog

Working out more, prioritizing self-care, and spending less time on your devices are all great resolutions for 2022. While these require commitment every day, money goals can often be front-loaded with organization and then automated, so they…

Optimizing Your Business to Maximize Wealth and Minimize Taxes

Blog

Creating and building a business that can scale and succeed is a big job. Often, everything comes back to you, and you wear a lot of hats. But how do you grow your personal wealth alongside that of the business? While the necessity is often…

December Market Commentary: In at the Finish

Market Commentary

December Recap and January Outlook After October’s employment number (released in November) far exceeded expectations, there was some concern that the Federal Reserve intended to continue a “dovish” stance towards inflation, allowing…

November Market Commentary: Well, That Was Going Well

Market Commentary

November Recap and December Outlook November started with a very positive October jobs report that exceeded expectations. It set a tone of optimism that the recovery was getting back on track after a summer of dealing with the Delta variant.…

Managing Your Investments Means Managing Your Emotions

Perspective

To say that the past two years of investing have been a rollercoaster would be an understatement. The market crashed over 10% in a single day in March 2020. While many investors sold out of their positions, those who held on and continued investing…

The Medical Professional's Guide to Financial Planning: Getting Started

Perspective

Medical professionals approach financial planning differently than everyone else. They tend to have a very education-centric, scientific approach to the steps they want to take, where they want to go, and how they want to get there.…