Sedona Arizona


Latest Posts

Mental health and money

Mental health and money are on a continuum as discussed by Dale L Shafer of Life Moves Wealth Management and Jamie L Born of Born Counseling

Mental health is a key factor in financial health. The money beliefs that you internalized during your formative years, known as personal money scripts, can shape your financial decisions throughout your life. Awareness of these money scripts and their... Continue Reading

Banking and FDIC Insurance

Number of bank failures since 2009, according to the FDIC

Banking systems and FDIC insurance have captured public interest in the wake of the Silicon Valley Bank (SVB) failure. How much do you know about the fractional reserve banking system? In a fractional reserve banking is a system, banks... Continue Reading

Is your financial advisor a fiduciary?

Dictionary definition of fiduciary

The fiduciary standard is one of the more misunderstood and misquoted obligations in financial services. Many financial advisors would say they take on a fiduciary duty. At the same time, many advisors are not truly bound by the standard.... Continue Reading

5 tips for financial motion sickness

Fast ride, motion sickness. financial tips

Have you ever been on a boat in rough waters? Or on a super fast-spinning ride? How about the back seat of a car on a mountain road. These are some of the times when you might feel motion... Continue Reading

Burn the boats

Starting and running a business can be scary. Many fail. To increase your chances of success, you might have to burn the boats. In 1519, Hernán Cortés led a large expedition consisting of 600 Spaniards, 16 or so horses,... Continue Reading

Recession and other scary words

When you hear the word RECESSION, what goes through your mind? How does it make you feel? Is it a scary word? Or, is it an opportunity word? With words like RECESSION, we have three factors to consider: The... Continue Reading

Spaghetti and Financial Planning

Who should do financial planning? What is the point of financial planning, especially if you've already been investing for some time? In this video, I provide a visual aide for how your financial life and your investments work best... Continue Reading

529 plans ➠ Roth IRAs?

Big changes are coming in 2024 to 529 plans and Roth IRAs.

Big changes are coming in 2024 to 529 plans and Roth IRAs. More importantly, for the first time ever these two savings vehicles will soon have a direct link. Here's a brief overview of what to expect in planning... Continue Reading

Where is the market headed in 2023?

Where is the market headed in 2023? The real question is where is the Fed going in 2023? One year ago, the Fed was suggesting that the inflation we were seeing was transitory. I was suggesting my clients that... Continue Reading

The end is near!

I'm here to tell you the end is near. No, this isn't a conspiracy theory. The end of the year is coming fast and there's nothing you can do to stop it from happening. You can, however, take steps... Continue Reading

The National Association of Personal Financial Advisors
The Society of Advice

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