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The Boom Ahead – 5 Trends to Watch

It’s 2013 so what’s next for your portfolio? At Preferred Financial Strategies it’s that time of year where we are getting courted by every money manager out there, or so it seems. As part of our due diligence process we are constantly researching, listening and exploring.   Whether it’s the investment wholesaler, the Wall Street big wig […]

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Everyone's a winner

Everyone’s a Winner

Meet the Millennials Step aside baby boomers and make room for the millennials. Sorry to disappoint, but you are not the only game in town anymore.  Now “everyone’s a winner!”   For the longest time we have been hearing a great deal about the impact of the baby boomer generation and their potential to transform […]

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Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

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