When was the last time you hit a home run? Welcome to the first in a series on market basics. Many of you know I’m more of a football fan than a baseball fan. However spring is in the air so I couldn’t help but be drawn to a baseball analogy to illustrate a timely […]
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 […]
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 […]
About Sara Seasholtz, CFP®
Sara Seasholtz, CFP®, shares her financial insights and wisdom helping generations of families and small businesses realize greater financial independence, enjoyment and reward.
generations of trust…decades of knowledge…since 1979