Markets Rattled by Surging Inflation and Rising Rates

Investing, Market Events

Quick Takes Inflation has been rising for months, and with this December’s CPI data, it has likely peaked at multi-decade highs for this cycle. The Fed had been late to acknowledge the duration and magnitude of the rise in inflation but has recently pivoted to a much...

A Solid Home Needs a Solid Foundation

Building Wealth

No matter where you are in your financial journey, it’s good to note that building wealth is a marathon not a sprint. It takes time, patience, discipline, and accountability. As with building a home, financial success starts with a good plan and a solid foundation....

8 Steps to Becoming Financially Organized

Building Wealth, Financial Planning

At the beginning of the year, many of us set New Year’s resolutions and goals. When it comes to creating these resolutions, some people vow to be more organized with their finances, but only a few are willing to do the work it takes to achieve this goal. According to...

Did you know October is National Financial Planning Month?

Financial Advisor, Financial Planning

“If you fail to plan then you are planning to fail” -Benjamin Franklin Come one come all! Gather up and listen, now is the time. Doesn’t matter where you are in your life. Whether you are a recent grad or on the doorstep of retirement, you need to start financial...

Choosing The Best Bank For You

Building Wealth, Family and Finances

Many people take their banks for granted until the day comes when they find out that their bank is being dishonest with their money. When the story broke over Wells Fargo and the creation of over 2 million fake accounts under customers’ names, people began to take a...