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The Great Resignation

2022-03-07T22:27:35-06:00March 6, 2022|Categories: Resource Center, Weekly Update|Tags: , , , , |

The Great Resignation

The Great Resignation — a popular phrase referring to the roughly 33 million Americans who have resigned since the spring of 2021 — is far more than just a movement of people quitting their jobs. It’s a shift in the mindset of primarily Millennial and Generation Z workers, who are fed-up and looking for a change.
In our latest article, we take a look at the phenomenon that is The Great Resignation and unpack why people are resigning and how companies are addressing this unprecedented labor market issue. Download the article here.
  • Two People Reviewing Finances, Money Tips for Better Relationships

Money Tips for Better Relationships

2025-03-25T12:33:26-05:00May 26, 2021|Categories: Resource Center, Weekly Update|Tags: , , , , |

Money Tips for Better Relationships

Financial disagreements are a significant challenge in marriages, with research indicating that 70% of married millennial couples argue about money more than any other topic. These disputes can contribute to marital strain and even dissolution. However, couples who approach their finances collaboratively can often overcome these challenges and strengthen their relationship.

Effective communication is crucial for navigating financial discussions. Couples should openly talk about their financial goals, habits, and past experiences, as these factors often shape how each partner views money. Setting shared goals and creating a mutually agreed-upon budget can provide clarity and foster unity. Additionally, regularly meeting to review financial matters, establishing a clear threshold for big purchases, and working together on decisions can minimize conflict and ensure both partners feel involved.

Trust, honesty, and a willingness to update financial plans as life changes are also vital. Couples may benefit from seeking the advice of …

  • Couple Working On Laptop, What’s Your Number?

What’s Your Number?

2025-03-25T12:58:53-05:00October 8, 2020|Categories: Resource Center|Tags: , , |

What’s Your Number?

What’s Your Number?

Most people will spend 30, 40, or even 50 years working toward retirement, putting a little away each month so that they can enjoy their golden years. But when it comes to retirement savings, how much is enough?

Determining how much you need saved for retirement is a crucial first step in the retirement planning process. The goal is to balance saving enough for your future without sacrificing too much of your present lifestyle. To figure out how much you’ll need, start by understanding your expected retirement expenses. Consider factors like whether you’ll stay in your current home, have additional or fewer expenses, and whether you’ll support family members or focus on philanthropy.

Next, evaluate your income sources during retirement. Social Security, rental income, pensions, and investment dividends may be key to your retirement budget. Comparing your expected income to your monthly expenses will give you an …

  • Silhouette In Front of American Flag

A Historical Look at Elections Campaign

2020-09-11T09:08:52-05:00September 11, 2020|Categories: Resource Center|Tags: |

A Historical Look at Elections Campaigns

As we approach the 2020 election, we’ve been getting questions about what we expect to happen on November 3rd, and how the election will impact investment markets. We offer a non-partisan, historical outlook concerning what might happen in November and how we are thinking about these items from the perspective of wealth management. Take a look here https://bit.ly/35q1U6A.

  • Person Rock Climbing, Benefits of the Right Amount of Active Management

Benefits of the Right Amount of Active Management

2025-03-25T13:07:23-05:00April 29, 2020|Categories: Resource Center|Tags: , |

Benefits of the Right Amount of Active Management

Benefits of the Right Amount of Active Management

For years, the debate has been whether active or passive management investing was ideal.

When it comes to investing, many people fall into one of two extremes: being too passive or too active. Passive investors often rely on tools like target date funds or robo-advisors, which can be risky during market volatility due to their equity-heavy portfolios. On the other hand, too-active investors may fall into emotional traps like market timing or buying and selling based on fear of missing out, which often leads to underperformance compared to the broader market.

A balanced approach is ideal, and this is where professional financial advice can make a significant difference. A trusted advisor provides active management that goes beyond stock picking. They help assess your risk tolerance, ensure proper diversification, and tailor investment strategies based on your long-term goals. …

  • Thriving In The Gig Economy

Thriving in the Gig Economy

2025-03-26T08:25:43-05:00June 21, 2019|Categories: Resource Center|Tags: , , , |

Thriving in the Gig Economy

Thriving in the Gig Economy

Approximately 57 million Americans participate in the gig economy. While the gig economy has been around forever, the number of freelancers has increased exponentially. The need for these freelancers and side hustlers to save for retirement is greater than ever.

The gig economy, which includes independent contractors and freelancers, continues to grow rapidly. With over 57 million Americans participating in this type of work, it’s clear that the shift toward gig work is here to stay. While this model offers flexibility and good income, it also presents challenges in managing finances, particularly when it comes to retirement savings, taxes, and insurance. Fortunately, freelancers can take several proactive steps to improve their financial future.

First, gig workers should secure health insurance and consider opening a Health Savings Account (HSA). The HSA offers a tax-friendly way to save for medical expenses, and after age 65, …

  • Women & Investing

Women & Investing

2025-03-26T08:43:32-05:00March 20, 2019|Categories: Resource Center|Tags: , |

Women & Investing

Women & Investing

Women investors face special challenges that make financial literacy and advanced planning especially important. For example, women are more likely to outlive their husbands or have divorce disproportionately affect them, making long-term financial strategies especially critical.

Women face unique challenges when it comes to investing and managing their finances. They often outlive their husbands, which can create stressful situations, especially if the husband has managed the finances. Studies show that many women are not actively involved in financial planning. For example, only 24% of women in their 50s have a financial plan in place. On top of this, women earn less than men and are more likely to take time off for caregiving, both of which impact their ability to save for retirement.

Women also tend to be more conservative investors. This cautious approach can help protect their assets, but it may result in lower returns over …

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