The Benefits of Hiring a Financial Planner
Financial planning is setting goals, choosing ways to achieve those goals, and making decisions about how to use resources to achieve them. It includes creating a budget, saving money, and…
When Is an Advisor an Elite Wealth Manager?
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the use of the term is…
A Silver Lining to Higher Inflation
While no one wants to see higher inflation, there have been some recent beneficial developments as a result of the inflation we've experienced. In this brief video, Dave explains how…
What Perks Will Wealth Management Services Provide to You?
If you are looking for ways to improve your financial situation, you may be considering wealth management services. These services can provide a number of benefits that can help you…
Six Keys to Optimizing Your Health, Longevity and Well-Being
It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps we should be taking to…
Smart Money Moves to Make While You’re Still Mentally Sharp
As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people…
Safeguarding Assets from an Ex-Spouse
Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of…
Wealth Planning for Age 90, 100—and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why…
Better Sleep, Better Life: Smart Ways to Get More ZZZs
The benefits of getting enough quality sleep - and the downsides of not getting it - are huge. Knowing some basics of sleep science can help us better recognize our…
Three Takeaways from Market Volatility
Wow, what a turbulent year for the markets. However, I'd like to offer three lessons history tells us related to challenging markets and the potential for a recession. Please watch…
