Setting Goals to Push Past Your Comfort Zone

They say that life is about pushing past your comfort zone but crossing that threshold is never easy or comfortable. In a couple of weeks, I will be sitting on a panel of service professionals to talk about goal setting, a valuable skill that I have relied on to help me break through my comfort zone and achieve exciting new things.

What Is Tax-Optimized Investing? (EP42)

Have you ever wondered what considerations go into tax-optimized investing? Or what kind of accounts are most often used in this strategy? In this episode, our in-house tax expert, Pete Doyle, CPA/PFS, CFP® provides and Ed Cruickshank, CFP® provide an overview.

Money and Finance - Why Is It a Taboo Subject With Your Closest Friends?

Women need to be able to talk about money openly - in the same way that we share most everything else that’s important in our lives. Hope you enjoy this video by Sally Krawcheck, and that it gets us thinking about why we avoid money conversations, and the price that we pay for avoiding the subject.

Rage Against the Machines - A Review of the 2018 Markets (EP41)

In this episode, Phil Huber, CFA, CFP® and Ed Cruickshank, CFP® discuss one of the narratives that became popular during the fourth quarter - the rage against the machines. Many pundits in the news and social media said that the market downturn was "machine driven." They attributed the sell-off to algorithm trading "machines." Listen to this market 2018 wrap up episode to hear more.