2023 Mid-Year Assessment
Mid-year is the perfect time to assess where we are compared to the tumultuous fall of 2022. Watch the video, or read below for more [...]
March 2023: The Effect of High Interest Rates and Diversification on Investors
Most of us are familiar with this saying: Don't put all your eggs in one basket. Diversification is important, to be sure, but it's also [...]
June 2022: Net Worth as a Financial Metric
“Net worth is the single most important financial metric one can track. It represents sum total of your entire current financial life, reduced to a [...]
March 2022: Components of Financial Planning
A comprehensive financial plan needs to be more than just investments. In this month's Facebook SERIES, we'll give you a quick overview of the key [...]
February 2022: Speaking the Same Financial Language as Your Spouse
Ever think you and your spouse are speaking different languages when it comes to financial goals, planning, and spending? We spend/save/invest/ and plan based on [...]
January 2022 -New Year’s Savings / New Habits
This year, why not plan so when summer rolls around you're ready for a much-deserved rest. Take a look as our very own Len Hayduchok [...]
Millennials in Search of Advisors: Financial Advisor
Millennials need assistance planning for retirement, but many advisors do not want to work with young people who have few assets. The solution may be [...]
What Is an Interest-Only Mortgage?
Homebuyers considering an interest-only mortgage now face tougher requirements. If you lived through the late-2000s housing crisis, the phrase “interest-only mortgage” might make you shudder. [...]
