Why Balance Matters in Today’s Market
Right now, the ten largest companies in the S&P 500 make up close to 40% of the entire index, a level we haven't seen since the 1960s.
Right now, the ten largest companies in the S&P 500 make up close to 40% of the entire index, a level we haven't seen since the 1960s.
The reality is that successful investing and comprehensive financial planning are not always the same skill set.
Many business owners become so focused on growing the company that they rarely step back and look at their personal financial picture.
Financial planning and financial advice happen at the intersection of “Your Life” and “Your Money.” The challenge is that many people make financial decisions in isolation rather than viewing them as connected parts of a larger picture.
Many people treat financial planning like a one-time task. They open retirement accounts, invest money, maybe create a simple estate plan, and assume they are set for life. But life does not stay the same for very long.
There is no such thing as “drive-by” tax planning. Personal finance is incredibly personal, and your situation is unique.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
“The birth of Christ is the central event in the history of the earth—the very thing the whole story has been about.” —C.S. Lewis