Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
New for 2021: Welcome Latona Wealth Partners
I have always been skeptical when companies change names. Often, one unpronounceable but familiar name is replaced with something less pronounceable and completely unfamiliar. I’ve always felt that customers are right to wonder...
Read MoreInvestment Updates: 2020 is Hindsight
We all have a word or phrase to describe what 2020 was like for us. Among the more politely printable options, “Extraordinary” may sum up the year for investors. Through a period of extraordinary volatility, global markets...
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LPL Financial Research Outlook 2021: Powering Forward
LPL Research Outlook 2021: Powering Forward is designed to help you navigate a year in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2021 looks ahead. 2021 will bring advances to further limit...
Read MoreBudgeting Basics: This Won't Hurt a Bit
What comes to mind when you hear the word "budget?" You’re not alone if you’re thinking “tedious, life-draining sacrifice.” ...
Read MoreReviewing Beneficiaries Following a Divorce
We knew it was time to take action when the last file drawer refused to close. This summer our practice completed a long-postponed paperless conversion, moving everything we had stored on paper up to the cloud. Now, as we wield greater...
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With Apologies, and Gratitude, to Dr. Seuss
Turbulent markets challenge investors to balance reason and emotion. When the ride turns bumpy, our reasonable side buckles in while our emotional side prepares to bail out. Finding the calm place in between can help investors stay on...
Read MoreReality, or the Raft?
Last week, The New York Times shared the story of a rafting group who returned from a month of isolation in the Grand Canyon to discover a new reality. I have tried to imagine what I might choose if offered a return to reality or...
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