Archive - January 2016

1
In Financial Advising, Skills Matter More Now Than Ever
2
More than Money: Renting or Buying a Home
3
Without Action, Resolutions Don’t Matter

In Financial Advising, Skills Matter More Now Than Ever

We’re living in an Age of Digital Technology, which has changed all aspects of our lives – especially in the way that we interact with one another. Three major transformations of this modern-day technological revolution are:

  1. The Internet makes information and media available at the click of a button
  2. Mobile devices connect nearly everyone 24/7
  3. Cloud computing provides infinite computer power

Because of the first two transformations, we are empowered with more information than ever. As a result, businesses must have the proper skills to provide the right solutions to be impactful and relevant to their clients. A consumer can …

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More than Money: Renting or Buying a Home

Should you rent a place someone else owns or buy your own home? Whether you are young and just starting your adult life or are looking to downsize after many years, you may be weighing the pros and cons about where to live.

We like winners and we like it when there is a clear favorite. For years, experts have favored one or the other and offered calculators to help you figure out which is best. While crunching the numbers is important, now an expert is more likely to also ask you to consider what makes sense for your lifestyle …

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Without Action, Resolutions Don’t Matter

Given the start of the New Year it seems almost cliché to write a blog post about resolutions to make for 2016. While making resolutions is not a bad thing, I thought I’d spend some time talking about an arguably more important aspect to resolutions; and that is taking action.

To help make some sense with the article I thought I’d share a personal experience. When I was in college I was considerably overweight. Between my junior and senior year I lost quite a bit of weight – about 75 pounds. I was never overweight growing up; I had just …

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