Strategy Guides

Take your financial confidence to the next level!

Balancing Your Values During The Christmas Season

What do you value?  I guess it depends on what definition of value we’re talking about.  Here are the main definitions of value brought to you by Google:   the regard that something is held to deserve; the importance, worth, or usefulness of something.   a person’s principles or standards of behavior; one’s judgment of what is important in life.   estimate the monetary worth of (something).   consider (someone or something) to be important…
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November 13, 2017 0

Stock Investments 101

This morning I spoke at a local high school on how investing in stocks work.  Just like most things, this can be a very complex topic, but I will focus on the high-level points that will allow you to establish a basic understanding of how investing in stocks work. My interest in investing led to me becoming the financial planner I am today.  It was 2009 when I decided I wanted to move out to…
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November 6, 2017 0
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