No. 5 of 106 Things We Do For Clients 5. Guide you to think about areas of your financial life you may not have considered. We don’t know what we don’t know. Financial decisions are rarely made in a vacuum. They often have unintended consequences in other areas of our...
Watch this video on YouTube I have written previously about the plethora of research that shows a link between income and happiness. Most of those studies find that the more money people bring in, the happier they are—until earnings exceed $75,000, at which time the...
“Anybody who was surprised that the Federal Reserve Board decided to raise its benchmark interest rate this week probably wasn’t paying attention.” -Bob Veres You can see the KNBN story on the Federal Interest Rate Hike featuring Rick Kahler that aired...
No. 4 of 106 Things We Do For Clients 4. Help you determine where you are at present. You want a financial advisor who can help you cut through the noise in your life and get a clear picture of exactly where you are financially and emotionally. Certainly, it’s...
Watch this video on YouTube Making sound money decisions is fundamental to financial and emotional wellness. One component of that decision-making is applying logic and rationality to a set of known facts. For example, perhaps I read several articles on financial...
