We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested.
by Justin Long, on Oct 15, 2021
We've got bold statements, ultimatums, cliff-hangers, and confusing sequels. We've even got folks paddling up to Senators' party boats to discuss tax reform. Let's recap what we know with some …Read Story
by Justin Long, on Aug 27, 2021
How are you doing? Are you making plans for fall or taking a step back to reassess? Can you hit reply and let me know? There's a lot to weigh …Read Story
by Justin Long, on Aug 11, 2021
Why are the headlines terrible? Because the media loves drama. This is not news to you or me or anyone who pays attention. The 24-hour news cycle is there to …Read Story
by Justin Long, on Jul 23, 2021
There's a lot going on in the world right now. I thought this blog was going to be about the $3.5 trillion budget deal or what to do with any …Read Story
by Justin Long, on Jul 14, 2021
In last week’s blog we covered reasons to consider changing your adviser. So, let’s say you’ve decided to make the change. Now, you are considering how to approach it. First and …Read Story
by Justin Long, on Jul 07, 2021
I have heard from quite a few folks, and honestly for a lot of my career saw this first-hand — the one constant with their financial adviser at their large …Read Story
by Justin Long, on Jun 07, 2021
Are you tired of hearing about taxes? It seems as if this is a never ending debate. Alas, here we are. I will try here to provide some clarity to …Read Story
by Justin Long, on Apr 25, 2021
A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may …Read Story
by Justin Long, on Dec 22, 2020
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each …Read Story
by Justin Long, on Sep 30, 2020
When exploring partnering with a financial advisor there are many things to consider, here are our top 10 questions to ask during the interview process to ensure you align with …Read Story
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We’re not just here to manage your wealth. We’re here to help you understand how your money is being invested. Whether you’re figuring out how to limit your tax burden after an inheritance or looking at the costs of launching a company, stay up-to-date with the latest articles, videos, and research on investment management, tax planning, and more. Education is empowerment, and we’re here to give you a boost.