Reaching the mid-point of your career isn’t like getting your first high-paying job or the last few years before retirement. [Read more…]
February 2022 Market Commentary
February opened with a strong January employment number as the Bureau of Labor Statistics reported an increase of 467,000 jobs. [Read more…]
EVOKE Financial Life Planning: The “O” Is For Obstacles
If you’ve been following our blogs, you’ll see that we are up to the hinge point in the EVOKE process. We’ve covered Exploration, where we identify your deepest life dreams and goals. [Read more…]
Financial Planning for the Early Stage of Your Career
Getting to that point in your career where you’re finally making real money is a reason for celebration. Whether from getting the job you went to school all those years for, working your way up to more responsibility, or getting a significant annual bonus, having more income is a great feeling. [Read more…]
Buy-Sell Agreements: Ensuring Smooth Business Transitions
Building a business is all about the day-to-day decisions. But what happens to the business if the primary decision-maker isn’t there? [Read more…]
A Note on the Invasion of Ukraine
The news about the invasion of Ukraine is distressing on a humanitarian level and unsettling when thinking about the impact of increased volatility on investment portfolios. [Read more…]
Value Your Business Like It’s Your Retirement Plan, Because it Is
Building a successful business can take decades. While working to grow, it’s common to use all available assets above the salary you pay yourself to fund future expansion. [Read more…]
Small Business Retirement Plans
Small companies shouldn’t forgo retirement savings just because a 401(k) plan can be expensive to set up and maintain. [Read more…]
Estate Planning for Digital Assets
For most of us, our online lives are well-established. More than just your social media accounts – the way that you live day-to-day. [Read more…]
Planning for Retirement with Equity Compensation
Stock options and restricted stock units (RSUs) are becoming more common as part of a total compensation package. But there are differences between saving for retirement from salary and incorporating stock into a retirement plan. [Read more…]
January 2022 Market Commentary
Modern Wealth January Recap and February Outlook for the Market [Read more…]
Understanding the Fee-Only, Fiduciary Advisor Model
The financial advisor model has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with a great deal of wealth. [Read more…]
