July 2022

It’s time to enjoy some sunshine, dive into a good book, use some extra daylight hours to practice a hobby or find a new way to keep yourself stimulated this summer. We value continued education, either through formal trainings or by seeking out knowledge and mentorship from thought leaders in our industry. 
We also know the connection with each of you is integral to the foundation of our business, and the connections we have with each other helps keep the culture strong and reinforce our dedication to our mission and core values. Keeping current on best practices, proposed legislation and the latest research and education helps us deliver an evidence-driven plan and experience to each of you.
We look forward to sharing what we learn with you in the coming months as we enact new plans and goals to support your financial lives!
Tax-Loss Harvesting: Making Lemonade out of Lemons
Market downturns are never pleasant, but these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain.
The Human Side of Financial Planning
What would you do if money was no object? Live your best life of course! Learn how working with an advisor specializing in Life Planning can help you live your most rewarding, authentic and full life.
Two Ways to Align Your Money with Your Values
As the acclaimed rapper Biggie Smalls once said, “mo money mo problems.” But is that true? Or do people just not use the money they earn and save correctly? How can we use money as a tool to increase the level of overall joy and contentment in our lives?