Instilling Financial Values in Your Family
June 16, 2023
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
Insights
What You Should Know About Advisor Fees
June 9, 2023
Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their
Riches to Rags: Poor Money Choices of 5 Celebs
June 6, 2023
An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our
Gratitude’s Impact on Your Money Mindset
June 2, 2023
When we hear the term “gratitude,” most of us think of living a happier and more fulfilling life. We think of slowing down, being mindful,
2nd Quarter Market Update 2023
May 30, 2023
Will we win the Great War on Inflation and can we win without falling into a recession? That question has been the big question since
1st Quarter Market Outlook 2023
May 30, 2023
“Nowhere to run to, baby, nowhere to hide” lyrics from the 1965 hit by Martha and the Vandalias is the best way to summarize the
4th Quarter Market Update 2022
May 30, 2023
Does your neck hurt? Whiplash is the only way I can come up with to describe the up and down that occurred in the past
Finding the Ideal Place to Live in Retirement
May 26, 2023
Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to
Active Vs Passive Investing
May 24, 2023
Investors and advisors alike have long debated the merits of active versus passive investing. As the markets have taken a downward turn over the last
5 Podcasts for Business Owners
May 19, 2023
Listening to podcasts is like having a personal coach or mentor for your business. Whether you’re looking for advice, creative ideas, or motivation, they can
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Matthew Logan, Certified Financial Planner® Series 7, Series 66, Series 24 Life and Health Insurance
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