Riskalyze Tool
Did you know our firm utilizes Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints how much risk investors want, how much risk they currently have in their portfolio, and how much risk they need to take to reach their goals?
The Power of Agency
I have been thinking a lot about agency lately. Oxford Dictionary defines it as “an action or intervention, especially such as to produce a particular effect”. A sense of agency refers to “the feeling of control over actions and their consequences”.
Shifting
This morning I attended a yoga class. The teacher, who guides our practice, always has an important message for us. Today, she said that you cannot destroy energy, nor can you create it. Energy moves, it shifts. We can move energy in our bodies, our minds, and ultimately in our lives. I had several conversations this week, and they all had a similar thread. Life happens. Relationships come and go, health improves and declines, money is gained and lost, and our mental state, whether that of joy, happiness, sadness, or anxiety, comes and goes as well. It shifts. Experiences and feelings are never destroyed nor created from nothing. They shift around.
Women, Wealth & Empowerment
I am witnessing dramatic shifts in my industry and my advisory role due to women’s rapidly evolving relationship to personal finance.
What Is Your Money Story?
My favorite word right now is “curiosity”. In recent years, I have been curious about finding new and exciting ways to grow, learn and explore new angles through my financial advising practice. I am naturally a connector and relationship builder. I also happen to know how to navigate the world of finance and investments, however the link between the two has been for the most part missing in our industry.
Can’t Find My Way Home
There is a place we are all searching to find. It feels like home. It feels like total acceptance and rest. We take part in endeavors – – work, hobbies, church, travel…and we are searching for something that feels safe. Something that feels easy and flows. Sometimes you find it in the people you connect with. Sometimes you find it in your experience, your senses – the cool ocean breeze, the taste of the wine on your palate, the hymnal, the sounds of the bustling city or swoosh of the snow under your skis.
Say “YES”
So, 4 days before the final, I bought a plane ticket and a seat to the US Open. I debated only an hour or so. I shouldn’t spend the money, I shouldn’t take the time away from all my duties, shouldn’t shouldn’t shouldn’t. But I did.
Even in a rough market. Even in a recession. Even with gas prices and travel costs at a high.
How Do You Prepare For Change
Early August is always an emotional time for me. I don’t know if it is the
suffocating heat and fluctuating barometric pressure, or the shortening days
signaling the end to the lazier ways of summer, but I tend to feel a little down and
fatigued this time of year.
Evolution of Retirement
We don’t just suddenly change. We evolve. The typical financial planning projections focus on retirement as a one off occurrence in our lives. One day we are gainfully employed, the next day we are sleeping in, having lunch at home and playing golf.
Celebrating One Year of Independence!
We want to take this opportunity to thank our clients for your support as our firm embarked on an independent path this past year. One year ago, we transitioned our business from a broker-dealer to become an independent investment advisory firm affiliated with a Registered Investment Advisor.