Investment accounts for kids: Everything you need to know

It’s easy to get stuck in short-term thinking, especially when you’re juggling life and expenses.  Wouldn’t it be nice to have a financial fairy godmother (or godfather) to grant you a few more hours in a day to focus on the long-term? While that may never happen, you can play that role for the little […]

Wealth Building

Questions to ask when choosing a financial advisor

Have you ever elbowed your cubemate, your brother or a friend and asked, “Hey, how do you choose a financial advisor?” or “What do you ask a financial advisor?” If so, here’s a great place to start. When you’re planning to get guidance from a financial advisor, you want to make sure you’re in good […]


How to Invest in Bonds 101: Everything you need to know about this portfolio staple.

In the world of investing, bonds may not be the most glamorous asset when compared to a blue-chip stock or tech sector-tracking exchange-traded fund (ETF). But understanding how to invest in bonds —and more importantly, why you should consider adding them to your portfolio — is important for any investor, whether you’re looking to balance […]


What is a SPAC? Everything you need to know

A special purpose acquisition company (SPAC) is a publicly traded company created on paper for the purpose of acquiring or merging with a private company. Through the merger or acquisition, the private company becomes publicly traded and has access to the capital markets. SPACs, sometimes called “shell companies” or “blank check companies,” increased in popularity […]

Wealth Building

What Is a Custodial Account? Investment Accounts for Kids 

Getting your child off to a good start financially can pay dividends over the long term. Kids who learn about budgeting and saving from an early age tend to have healthier relationships with money as adults. A custodial brokerage account can be a great way to help children develop lifelong saving habits. But what is […]


Decoding cryptocurrency: What is Bitcoin mining?

Similar to 19th century prospectors mining for gold, some of today’s tech pioneers are mining Bitcoin to obtain this trending digital currency. What does Bitcoin mining mean when Bitcoin is a currency that only exists digitally? What it means to mine Bitcoin Traditional and physical currencies are typically printed and put into circulation by a […]


ESG governance: What is the ‘G’ in ESG?

Environmental, social and governance (ESG) has become a mainstream way to invest. ESG criteria relates to a set of socially conscious standards that you can use to filter the types of investments you put in your portfolio. These criteria allow you to align your investments with your core values. You may already know what each […]


What is hyperinflation and what causes it?

Can you imagine a loaf of bread costing $2 and by the end of the month it costs $10 or more? What do you do if your paper money buys less every day until it becomes worthless? While most of us can’t imagine that extreme happening, it has happened to other countries and has, in […]

Wealth Building

How Financial Advisors Can Help a Hands-on Investor

Self-directed investing puts you in the driver’s seat when it comes to building a portfolio. You decide when to press on the gas or hit the brakes, so to say, when buying and/or selling securities. You also get to determine which asset allocation model works for you. Managing your own trades and investment decisions can […]

Wealth Building

Goal Setting vs. Advising: How Our Wealth Advisors Give You Both

As you travel through the journey of life, new goals and challenges constantly arise. Maybe you go to school to become an engineer, but it turns out working with animals is your life’s calling. Perhaps you always saw yourself living in your beloved hometown, but that all changes when you fall in love with someone […]

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