financial planning blog

Understand Why Before Deciding How

I recently sat down with a new client who needed help understanding her financial accounts. It takes two-way communication and objectivity to determine what investment strategy best serves a client’s needs. Essentially, you must understand why before deciding how. Unfortunately, this woman’s previous advisor did not take such actions. Several years ago this person recommended [...]

By |2019-08-14T13:59:44-07:00July 29th, 2019|Insurance, Investing|

Should Millennials Rent or Buy?

When choosing between renting or buying a home, only 37 percent of Millennials today opt for ownership, according to a report from the Urban Institute. That’s 8 percentage points lower than the two previous generations at the same age (24-35 years). Reasons range from personal preference to economic reality, or a combination. Should Millennials rent [...]

Secure Personal Data

It may seem complicated to secure personal data on all your electronic devices. Shannon Curkendoll, operations manager and portfolio administrator, offers simple tips to make the task less daunting. Take a moment to watch her brief video. She explains how to lock your devices and create strong passwords you can remember.     For more [...]

By |2019-08-14T13:59:45-07:00May 6th, 2019|Current Affairs, Video Blog|

Create Your Life Map

Wouldn’t it be great if life came with a map and instructions? When you’re setting goals, how do you plan to get from point A to point B? In this brief video, Financial Planner Patrick Eng talks about the benefits of having a life map (a.k.a. financial plan) to help you navigate life’s ups and [...]

By |2019-08-14T13:59:45-07:00April 8th, 2019|Financial Planning, Video Blog|

Five Minute Gift

One of the favorite gifts I received last Christmas was The Five-Minute Journal by Alex Ikonn and U. J. Ramdas. With this simple book, I begin and end each day by writing down daily goals, personal affirmations, “amazing things that happened today,” and areas for improvement. This daily five-minute gift to myself has been beneficial [...]

By |2019-08-14T13:59:45-07:00March 31st, 2019|Financial Planning|

Financial Planning Goes Beyond Numbers

During my 20-year career as an advisor, I have learned that so much of helping clients with financial planning goes beyond numbers. Early on, I thought this business focused primarily on spreadsheets, trading, portfolio performance and understanding the global economy. Those things do play an important part in my day-to-day work, though they are not [...]

By |2019-08-14T13:59:46-07:00March 11th, 2019|Financial Planning|