by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Wealth
The Value of Advice HOW DOES WORKING WITH A FINANCIAL ADVISOR AFFECT CLIENT OUTCOMES? A study by CIRANO found that a household that worked with an advisor for one to four years had almost twice as many assets as a household without an advisor. After 15 years or more,...
by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Wealth
Some recent conversations with my clients have promoted me to write this blog. Q- How often should I check on my investments? A- I recommend once a year. Anything more, as you can see in the below chart, will only cause unnecessary stress/worry. Also, rest assured I...
by Katelyn Reid | Nov 20, 2025 | Lifestyle, Protection, Retirement, Tax, Wealth
Most people’s financial life consists of seven areas of planning – cash/debt management, education planning, estate planning, investment planning, insurance/risk management, retirement planning, and tax management. It’s interesting to note the process of...
by Katelyn Reid | Sep 25, 2025 | Lifestyle, Retirement, Wealth
The longer I’m in the money management business the more there is to learn but these are some of the things I’ve learned thus far: A product is not a portfolio and a portfolio is not a plan. Personal finance and financial planning are prerequisites for successful...
by Tim Ansley | Sep 24, 2025 | Lifestyle, Retirement, Wealth
After decades of spending a lot of time apart, while working, it can be hard for couples to get used to spending more time together in retirement. It is easy to smile and chuckle a little bit when you hear comments like these from newly retired couples: “I need to go...
by Tim Ansley | Sep 23, 2025 | Lifestyle, Retirement, Tax, Wealth
Starting early on your investment journey is key to reaching your goals, like saving for your first car or traveling the world. But smart investing requires understanding the fundamentals. Master the ABCs of investing with this series of easy-to-follow educational...
