Detalus

Maybe you're not planning a party, but juggling work, family, and the holidays isn't easy either. We're here to simplify your financial life, hoping that by managing your investments, you'll have one less thing to worry about.

Feeling confident about your financial future? A recent study shows that 75% of those working with a financial advisor feel they've achieved long term financial stability (compared to 47% of those without an advisor). Having a professional's perspective can be helpful and reassuring as you work toward your financial goals.

We're inviting you to be more strategic with your compensation package in 2025. Will you join us? Whether you're deciding when to exercise, planning for taxes, or looking to diversify, having a strategic approach can make all the difference.

In behavioral finance, there’s something called "herd mentality" – it's when we follow the crowd and mirror what others are doing. It's hard to avoid because it's an innate human tendency rooted in our desire for social acceptance and fear of missing out. But the herd mentality can lead to costly missteps. Here’s why: You might end up buying high and selling low. You might become more conservative or more aggressive than needed. You might make hasty decisions that detract from your from your long-term goals. None of these are positive. When it comes to your investments, take a step back. Remain focused on your personal goals, not just what the crowd is doing.

Dreams stay dreams until you take action. Achieving your dreams starts with a plan — every small step gets you closer to your goals. So don’t just dream it, plan for it, and make it happen!

Gratitude shifts our perspective, helping us see the abundance in our lives instead of focusing on what's missing. As we go through November, let's take time to reflect on what we have. What are you grateful for today?

No two retirement plans are alike—because no two people are alike. Whether your ideal retirement is filled with adventure, quiet reflection, or creating lasting impact, your goals deserve a personalized approach.

You are your greatest asset. Investing in yourself—whether it’s through education, financial planning, or personal growth—pays the best dividends in the long run. Don’t wait for ‘someday.’ You’re worthy of the time, effort, and investment today.

When your financial firm detects potentially fraudulent or unusual activity, the first step is to confirm the transaction, typically by reaching out to you. But what happens if you're unavailable? By designating a trusted contact on your account, you enable your financial firm to act on urgent concerns and prevent issues from escalating.

On this Veterans Day, we honor the brave men and women who have selflessly served our country. Your courage, dedication, and sacrifice inspire us all. Thank you for protecting our freedom and for the countless ways you’ve impacted our lives.