Blog Posts

By Jessica Searcy Kmetty

I KNOW how to work out. I KNOW how to play tennis and lift weights. I KNOW how to run a business.

Knowing isn’t enough.

Ask the millions of people who are struggling with any number of issues and chances are they could rattle off 5-10 things they KNOW would change their situation for the better. And if you ask them how many of those 5-10 things they’re doing, the answer might be ZERO.

Knowing isn’t enough.

By Marc Shaffer

Our health is one of the most important things we have in life. It is vital for our ability to live – not to just be alive, but to actually LIVE.

There are many ways in which our health and wellness needs can be met, and the route you choose may be a mix of traditional and alternative medicines, exercises and practices.

Several studies have looked into the emotional and physical benefits of touch. How important is physical touch to you? In our isolated world, we might not realize how important physical touch is until we’ve been without it for some time. In fact, physical touch is designated as one of the five “Love Languages.”

By Jessica Searcy Kmetty

Financial planning is not a one and done process. While we have many discussions with clients about their goals during the development of their plan, we know that things will pop up along the way that can cause goals to change. In some cases, these are decisions that are made after personal reflection warrants a change. But sometimes, we are forced to change our goals.

Goal planning isn’t just present in financial planning. I’m sure many of you have personal goals that you’re hoping to achieve this year. We’re in a brand new decade, which means some personal goals you set may have been even BIGGER than normal as you looked toward a chance to start fresh and new, or were ready to make things happen that you’ve been pondering for some time.

One of the most well-known investors of the 20th Century, Benjamin Graham, said, “the investor’s chief problem – and even his worst enemy – is likely to be himself.”

What Graham understood – and modern research is catching up to – is the idea that we all have emotions and biases that affect our decision-making. The innate wiring built to survive premodern times can be counterproductive in our modern world, especially when it comes to investing.

Let’s take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.

By John C. Fales

If you give $1,000 to every member of a family, there’s a high likelihood that no two members will spend it the same way.

Money is a tool that is used to accomplish goals, and it often takes some patience and understanding to uncover the motivation behind how each family member chooses to use their money. However, patience and understanding are not always the first reactions when family members discuss, or perhaps judge, their family members’ behavior.

Are family dynamics getting in the way of your multi-generational financial planning?