Big Picture, Financial Planning, Millennials

What Is It Like To Work With A Financial Advisor?

One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…

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Financial Planning

Not Another Election Post

As you can tell by the title, this is not another post about the election or how the election will impact your portfolio. Honestly, there will be plenty of those posts being published today, but the truth of the matter is that no one knows what’s going to happen to the markets after the election, even if some people pretend…

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Financial Planning

Types of Savings Accounts

Saving is essential to creating a strong financial framework for yourself. There is honestly no way around it. However, you do have a choice on where you save. There are a variety of options that exist so in this blog post we are going to discuss some of the most popular options you have, the pros and cons of each,…

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Financial Planning

Weekend Review October 4, 2020

Tweets of The Week Favorite Articles Anthony Isola: A Double Tap Of Retirement Misery “Lower-income Americans are facing a retirement crisis of tsunami-like proportions. Most of the benefits are going to the top decile of workers, while a considerable portion of employees struggles to pay their daily bills. Their children are in a similar boat. Without an education, they will…

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Financial Planning

How To Overcome Financial Anxiety

As humans, we all go through struggles. It seems as if anxiety and depression are rooted in everyone’s DNA, but especially the younger generations’. According to CNBC, Millennials are three times more likely to experience symptoms of anxiety than baby boomers and Gen-Zers were four times more likely.  Whether this is because of social media, our phones, finances, or this…

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