Finding the Balance Between Protecting Yourself and Investing in Your Business Successful business owners typically have one thing in common – they significantly reinvest in their businesses. Many of my business owner clients don’t even want to discuss putting aside...
A Tax-Smart Strategy for Periods of Market Volatility Transcript: Tax-loss harvesting can add value to your portfolio over time by strategically selling certain investments when they’re in a loss position. Financial markets are inherently volatile. Over long...
Tips for Navigating Divorce Later in Life In recent years, more couples over the age of 50 are getting divorced. In fact, the divorce rate among people aged 50 and older has doubled in the last 20 years.1 This phenomenon of getting divorced later in life is sometimes...
A Perspective on the Year for Investors The Omicron COVID-19 variant has reminded us—at least briefly—that share prices can go down as well as up. It all started the day after Thanksgiving, when the Dow Jones Industrial Average had its worst trading session of the...
How to Get a Mortgage Without a Standard Source of Income You may be retired, not working or self-employed and looking for a new mortgage. When it comes time to purchase a home or refinance your existing mortgage, it can be difficult to prove you have a steady stream...
“Your wealth works harder when it works together.”
President & CEO, Creative Planning
Serving Clients Nationwide
Please Enter Valid Zip Code
STATES & ABROAD
Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021