Amidst all the chaos of the news cycle and the challenges we face today, behind the scenes there is actual magic happening in this country every single day. We live in a time and place of unprecedented innovation, development, and progress that stand to offer a future worth investing in. In 2014, a company named Plenty founded their first vertical …
Since the beginning of 2022, we have had to endure a significant double-digit market downturn. This has, unsurprisingly, created a lot of worry and doubt in many of our clients. It is important to us that we are never cavalier about the emotions of our clients because we understand that these market lows can feel painful in the moment. However, …
I started in the financial industry about 5 years ago. As I have continued to progress in my professional development, I have made a few interesting observations for this update. The first being that there is a huge need for consumer education regarding financial planning and decisions. With that in mind, there is no shortage of financial advice being promoted. …
