Navigating the New Year

We made it to 2021! However, turning over a calendar page does not mean that you change your long-term financial strategy. Although the events of 2020—the pandemic, the market crash and recovery, your job status, and family health—all create an opportunity to reflect...

In 2021, Ask Yourself ‘Why’

By this point, it’s been said over and over again —2020 was an unprecedented year. And it’s true, starting with the onset of the coronavirus pandemic, to the economic crisis, market recovery, and now a light at the end of the tunnel with the rollout of vaccines across...

Peace, Connections, and Joy for the Holidays

I think we can agree, 2020 was a year like no other. Investors have been challenged like never before as the pandemic took the market from record highs to the brink of a depression and back. We survived — and many have even thrived. And what we’ve learned is that...

Wrap 2020 Up Right

We’re in the final stretch of 2020, a year that has been one of the most challenging in recent memory. How are you handling the stress and emotions that come with any holiday season and made even more intense by covid-19 restrictions? I hope that you are managing to...

What’s the Most Effective Way to Change?

If there’s one thing that 2020 has shown, it’s that big change can happen in the blink of an eye. When things change rapidly, we often make quick decisions about how to react. But the path to real, lasting, and positive change is actually slow, maybe even boring. The...