Our Blog
Better understand your financial needs and investment strategies.
Rediscovering the Value of Yields in Recessions
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in [...]
5 Smart Tips for Long Flights
One of the best ways to spend your retirement years is by traveling. Seeing the world and ticking off destinations from your bucket list can be exciting! But let’s be honest, the flights are miserable. Movement is restricted, and you sit in one position [...]
How Often Do These Financial Situations Happen?
Is this common or rare? We go through five scenarios that may happen throughout your fi-nancial life. Brian shares how often he sees these situations occur among his clients and how he helps them navigate through it. You may be surprised by some of his answers!
3 Birthdays You Need to Know for Your Retirement Accounts
Optimizing your retirement savings takes more than just making sure your IRA isn’t at risk in this market. There are rules and regulations that can help you avoid higher taxes and penalty fees and help you structure your income to minimize taxes. Know these [...]
What Does the Life of a Dollar Bill Look Like?
When was the last time you stopped and thought about how long the dollar bill that’s in your pocket has been circulating through the economy? What has that bill seen? Whose pockets has it been in? What will it see next? Every year, the [...]
Avoiding Retirement Catastrophes
What kind of retirement catastrophe can happen if you don’t plan? Right now, inflation is hitting hard, but that can often get overlooked. What other kind of hidden costs could you face? Getting sound advice on the whole picture could save you in the long-run. Later in the show, Brian answers three questions from the mailbag.
5 Unique Risks for the Affluent Investor
You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what [...]
The Pros and Cons of Owning a Second Home
Second homes can be places for families to gather, lucrative investments, or a mix. Think about what your long-term goals are and how buying a second home would help you achieve them. Is it a place for your family to gather? A place for [...]
What We Can Learn From Seinfeld
What can we learn about retirement from Jerry Seinfeld? We will review some Seinfeld quotes and consider how they apply to your finances. Let’s also talk about your most significant financial assets. Are you leveraging these assets or overlooking them?
