home-country-bias-300x167

Behavioral Finance: Home Country Bias

How does your home country bias relate to you as an investor?  Do you think it does at all? Find out in the behavioral finance video below from Franklin Templeton. Knowing how home country bias can influence you as an investor is an important Financial Strategy for Life!   International investing involves additional risks including risks associated […]

Read full story Comments are closed
financially fit 2

Get $ Fit Challenge- April 2016

April is Financial Literacy Month! This month is dedicated to helping you understand important concepts in the financial industry and see the big picture! Seeing the big picture is a bit like playing Monopoly. Here’s why: You have this allotted amount of money that you need to invest wisely (in real life you invest in […]

Read full story Comments are closed
educate

KICK THE BRICKS!

Due Diligence My industry is very regulated.  Perhaps you knew this?  I believe the securities industry is the most regulated industry in this country.  The things we are mandated to do in order to be compliant leave those not familiar with the securities industry simply shaking their heads.  Ultimately, these requirements should benefit the investor […]

Read full story Comments are closed
risk

Don’t Be Fooled!!!

What’s your RISK score? There are all types of risk in life. Certainly with investments, particularly your retirement plan, there are many types of risk to consider when reviewing performance, when the money will be needed, and the time frame you have both before needing to access funds and how long they will last once […]

Read full story Comments are closed
financially fit 2

Get $ Fit Challenge March 2016

No more solicitations!! I hate JUNK mail and Solicitation calls!  Don’t you?  They are so intrusive and annoying! Recently we celebrated National Consumer Protection Week.  In addition to identity theft we are all exposed to the annoying solicitations coming by mail, email and phone.  Even our cell phones are spammed with calls now.  What can […]

Read full story Comments are closed
four-leaf-clover

Happy Saint Patrick’s Day

 Happy St. Patty’s Day from us to you! Enjoy your green beer, food, and watch out for the leprechauns on the 17th!  – Sara, Joyce, Sara K.

Read full story Comments are closed
Rosey the Riveter

Women: We Rock The Financial World

I think the statement in the title line – Women: We Rock the Financial World is so accurate! Women have come a long way in the financial sector. I know this from observation and experience.  We are still making progress in what was traditionally an all male establishment.  The article referenced discusses studies showing why […]

Read full story Comments are closed
money-loan-raining_300

Borrowing Money Today and Its Effects On Your Tomorrow…

Today borrowing money is not something thought to be taboo like in the past! Borrowing money has become a common thing especially when it comes to making big purchases like cars or houses. The only after thought is, did I borrow wisely? Many people go in to borrow money without knowing all the facts. It is important […]

Read full story Comments are closed
IMG_0129

To Everything There Is A Season……

Now that Football season has ended – the playing part anyway – we die-hard fans must try and focus on something else to fill the void left on Sunday’s.  Admittedly, this is difficult!  Let’s see…28 weekends till football season starts again!  I’m still declaring Friday’s Panther attire day. My son and I made the trip […]

Read full story Comments are closed
Fiancial Apps

5 Financial Apps To Share With Your Kids

I urge everyone to start teaching their children to be financially responsible while they are young.  I do this not just as a financial advisor, but also a mother. I have raised two millennials and believe they got lucky having parents in the financial world. In today’s financial world a huge focus on millennials is […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.