Blog

The Biggest Threats To Your Financial Wellness: Fear and Hesitation

You’ve made it to the end of our three-part series about the biggest threats to your financial wellness. In this post we’ll discuss two of the most common failings people experience: fear and hesitation. If you let these internal feelings dictate how you live your life and use your finances, you’ll struggle to achieve your goals.

Read More »

The Four Challenges to Building Wealth: Velocity of Money

As we continue our series exploring challenges to building wealth, we need to introduce the concept of velocity of money. In personal finance, the velocity of money refers to using your funds to build wealth more quickly by getting your money to do more than one thing at a time. This is a well-kept secret […]

Read More »

Four Challenges to Building Wealth: Rules of Financial Institutions

In continuing our exploration of the four challenges to building wealth, we’re looking into the rules of financial institutions today. We’ve written at length before about how financial institutions operate to get and keep more of your money. Take the time to educate yourself on these behaviors and how they get hold of your money […]

Read More »

The Four Challenges to Building Wealth: Lost Opportunity Cost

As we kick off our series exploring the four challenges to building wealth, we’re taking a deep dive into lost opportunity cost. The choices we make every day affect our lives in far-reaching ways, from our diet and fitness routine to financial discipline. When you decide to do something you aren’t just choosing that option […]

Read More »

The Four Challenges to Building Wealth

If you’ve set up automated deposits, selected an investment mix, and have a general awareness of your overall financial status, you’re doing well. This is especially true when you consider the huge number of Americans who have under $500 in savings and don’t track their spending. Unfortunately, there’s a lot more to growing your wealth […]

Read More »

Five Ways to Build Your Healthy Financial Mindset

Your bank account, investing strategy, and credit score aren’t the most important parts of your financial life. Your net worth or rate of return aren’t even the most pivotal. The most important part of your financial life is your mindset. Without the right way of thinking and feeling about your financial well-being, those other metrics […]

Read More »

Market Update: Avoid the Noise and “Tilt”

I’m sure you saw all the headlines yesterday about the market.   The media is obsessed with hysteria and trying to get viewers, readers, and followers. The question you need to constantly ask yourself is: “Is this noise or is this evidence?” In the last 2 days the SP500 has dropped -2.1% followed by a […]

Read More »

Client Logins