Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...

Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...

Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...

Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...

Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...

Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...

Our four-part series about setting and achieving your financial goals concludes with an in-depth look at insurance: how to get it and how to use it effectively. When you think of insurance, the words “health” or “car” are probably closely associated. For most young professionals, these are generally the first and only types of insurance that are needed for now. However, as objectives and...

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...

Welcome to Part II of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. When it comes to building your financial roadmap, both savings and investments are core components of a sound path to retirement. The good news is that the Millennial generation is already great at saving—a result of having the importance of saving...

Welcome to Part I of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. Millennial this, millennial that. News outlets love to cover them, and brands have struggled to understand them, but the fact remains that millennials are finally starting to come into their own. In fact, millennials are now the largest...

Mid-cap stocks are often referred to as the market’s sweet spot—they are typically less volatile than small-cap stocks but offer more growth potential than large caps. This combination has resulted in favorable risk-adjusted returns over time, which investors tend to seek. Yet, historically, mid-cap stocks have been largely overlooked.  In the early 1990s, two investment teams began to...

Download PDF   The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations. Here’s a...

Download PDF   Communication is the most vital component in any relationship, whether personal or professional because communication serves as the foundation of trust. However,  achieving effective and constructive communication can be a challenge. As playwright George Bernard Shaw once said, “The single biggest problem in communication is the illusion that it has taken place.” As...

Download PDF   Helping your children make financial decisions is a good thing—you can point them in the right direction when they’re wondering if they can afford that car, which credit card to open or whether it’s a good idea to take out that loan. Helping them with decisions like these will teach them good financial practices—an undeniably necessary skill. However, it is even better to...

Download PDF   Leaving a thankless job to pursue a better opportunity can be rewarding, but it can also be financially scary. Money is one of the main reasons people stay at jobs they don’t like, even if they could potentially earn more elsewhere. The comforts of benefits, a guaranteed paycheck, and familiarity are understandably hard to give up. Going through any job transition,...

Millennials (aka Gen Yers), as a group, don’t have the best reputation. They’ve been referred to as egotistical, shallow and lazy. But, let’s be honest—throughout time, hasn’t the younger generation typically been discredited? We’ve all heard the “When I was your age…” stories and the question, “What’s with kids these days?” Perhaps the generalizations about millennials is similar to those...

The 20s are the first truly formative decade of your financial life. Of course, you learn from examples around you growing up, and some people end up on their own financially at an earlier age. However, for the most part, your 20s are when you’re managing your money and making financial decisions independently for the first time. In this decade, not only is it important to gain confidence when...

Taking the leap from working at your hobby when it fits into your schedule to making money from that hobby is a significant commitment. However, if you have always wondered if your passion project could actually be lucrative, now may be the time to find out. If you’ve always had creative projects outside of work, but never made it into a career, or if you have made a certain product for...

While working with our client families, we have learned that families who are successful at transferring wealth to the next generations adhere to our G2G Impact 3 Principles:  they integrate their family wealth planning, they evolve a healthy culture around wealth and they develop the rising generation family members. Central to all of these principles is a desire to transmit family...

It’s difficult to know where to start with a new financial advisor. How do you get started, and what do you tackle first? Even if you’ve had a relationship with your advisor for 20 or more years, it’s entirely possible that there are financial topics you haven’t covered yet. For us, it’s important that you get the most out of your relationship with your advisor. We are here to give advice...

We all have a story. It evolves daily and grows along with our family. It becomes part of our personal history, and it is important to not only relive those moments for ourselves, but also to share those memories with our children and grandchildren. Communicating these experiences—whether positive or otherwise—connects the past to the future and provides the next generation with insights into...