Signs of economic uncertainty are showing up in more places throughout the BIG economy, which impacts the LOCAL economy that you and I intersect every day. From home prices to mortgage rates, car prices to auto loan rates, inflation... Continue Reading

Investment minimums are an old-school way for advisors to filter out prospective clients. Advisory firms and their advisors set investment minimums as a way to target growth of assets under management (AUM) and revenue per client. In fact, advisors... Continue Reading

Many business owners start their businesses because they see a need they can solve, they’re tired of being paid less than their true value, and they want to work for themselves rather than someone else. One day you wake... Continue Reading

Do you need to get your business house in order? In this episode of The Financial Purpose Podcast, I talk with Paloma Goggins, Corporate and M&A Attorney and founder of Nocturnal Legal. Listen for our discussion what business owners... Continue Reading

Have you ever wondered how to choose the right financial advisor? Whether you’re looking to work with a financial advisor for the first time, or you are looking to change advisors, the looming question in your mind might be:... Continue Reading

Stocks have recently been in a pullback period after what has been a great year so far. After a year like 2022 where both stock and bond markets had terrible returns and inflation peaked at 9.1% year-over-year, we all... Continue Reading

Today I want to talk about using Kaizen to become a 1%er. I’m not talking about those that fall in the higher earning bracket…. Although that may be a goal for some… And, I’m not talking about that particular... Continue Reading

Personal finance is personal. Your money story is yours alone, and sometimes changing your money story is key to taking your next financial step forward. “This isn’t going to be my story anymore…” In this episode of the Financial... Continue Reading

Federal Student Loan payments are scheduled to begin on October 1, 2023. After more than three years of extensions, delays, an executive order, and a pending Supreme Court hearing, you may be wondering what to expect. A few things... Continue Reading

If you're considering buying a house vs renting, here are several important considerations based on the seven key areas of financial planning. Even with mortgage interest rates at a higher level, buying a house can still be an opportunity.... Continue Reading