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Labor Day Thumbnail

Labor Day

Labor Day has been around since the late 1800s when workers were working 12-hour shifts, 7 days per week just to get by. Luckily for most of us, we’ve come quite a long way since the Industrial Revolution and its abysmal working conditions. We’re now in the Digital Revolution, or what some call the Third Industrial Revolution.

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Life Insurance 101 Thumbnail

Life Insurance 101

Insurance has been around for over 6,000 years and the basics are still the same! Life insurance is simply a contract between you and the insurance company whereby you agree to pay premiums, and if you die prematurely, the insurance company will pay out a death benefit.

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Goal Setting 101

As a financial advisor, I know you rarely have “financial goals” in life, but rather you have life goals which require financial means. A huge part of my job is helping align your financial life with your overall life goals. In order to do that, my planning process, the Custom Wealth Architect™, helps me learn what your life goals are so I can help plan for you to meet them.

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Equity Asset Classes

Because investing is WAYYYY to broad of a topic for one blog post, we’re breaking it down and just covering equity classes in this post. Equity assets are generally broken down by three methods: growth vs. value, location, and market-cap.

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