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INVESTOR RESOURCES

Want to be an informed investor? See our suggested resources on current market trends and personal finance decision-making.

Changes in the market can be scary or exciting, we help slow down the emotional rollercoaster you may be riding by giving you our objective insights. Each month, Ken our CEO and Michelle our COO breakdown the current financial landscape and discuss how it impacts your investments.

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Dave's Suggested Reading


Dave is one of our investment managers and believes that understanding the science behind what drives the financial decisions we make is key in making smart choices about your future. The book he has always wanted to write, but that someone beat him to it, is called "Psychology of Money" by Morgan Housel. A necessary read for all investors.


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Mother's Day: Best Financial Tips For Mothers

Mothers see their lives change over time, just as you may have seen your mother transition from looking after you to taking a job outside of the home, or even running a business. What are some ways you can protect your retirement savings and other financial assets? Women have longer average life expectancies than men and can require significant periods of elder care. With a clear understanding of where she stands financially, a mother may evaluate her investment and wealth management options and take steps toward the next phase of life with some confidence.

Retirement Funding Saving Women

You Skip Starbucks & Pack Your Lunches, But Is Frugality The Key To Reaching Retirement?

Are skipping on small expenses really the key to reaching your retirement goals? If retirement is your goal, then acquiring multiple methods for building wealth is necessary. Retirement savings accounts, such as a 401(k) or IRA, are a great way to save for retirement without greatly reducing your quality of life today. In addition to being ineffective, excessive frugality can increase stress. Instead, building wealth will help you prepare for retirement and help limit the anxiety created by money.

Retirement Funding Saving

The Importance Of Wellness In Retirement

A combination of health and wealth will get you the most out of your independence and freedom in retirement. Isolation and loneliness are growing issues, especially in older adults. The good news is that there are plenty of ways to find social fulfillment in retirement. They just require some effort and initiative on your part.

Retirement Funding Wellness

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll get there—and if you’ve even arrived. Above all, a rewarding retirement requires good health.

Retirement Funding Saving

Women & Preparing for Retirement

How can you draw retirement income from what you've saved? How might you create other income streams to complement Social Security? Women have longer average life expectancies than men and may require significant periods of eldercare. As you face retirement, a financial professional who understands your unique goals can help you design an approach that can serve you well for years to come.

Retirement Funding Social Security Women