If there is one date – one financial deadline – nearly everyone knows, it is April 15th. Through November of last year, the IRS had processed over 150 million returns for 2016, meaning that the… Read More
The financial services industry has evolved over the years. For decades, nearly everyone who worked in the industry was a stock broker and the job was to sell stock. Ideally, the stocks went up more… Read More
If you have read much at all about personal finance, you’ve run across a list of good financial habits like pay yourself first or track your spending. Unfortunately, there is almost never any follow-up information on how to make something a habit, and that is where The Power of Habit comes in.
I didn’t begin my career as a financial planner. Although I always had an interest in finance, an early opportunity to work in the music industry and travel the world was too good to pass… Read More
One of the bigger Supreme Court decisions in recent years was that of Obergefell v. Hodges in which the court found it unconstitutional to ban same-sex marriage. The decision was announced a little over a… Read More
While the recent budget deal in Congress took the debt ceiling off the table for the next two years (thankfully), one of the surprises of the deal was that it also sunset the ability to… Read More
When I first began working as a financial advisor, I was convinced the correct answers were in the numbers. Put together a plan, determine a savings rate, hang on through the ups and downs of… Read More
What’s In a Plan: Key Plan Characteristics Micah Porter, CFA, CFP® Nearly every client engagement we have begins with a financial plan. Although the plan addresses a number of issues, from estate plan to tax… Read More