Insights
From the Team
Our thoughts on finances, planning, and life in general.
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Disney For The Win!
Last week, Ashley and I took our two girls down to Disney for a week to spend some much-needed family time together. The trip was a blast and we had near perfect weather to accompany us, which helps. It started with our girls’ first time in an airplane – which, at that moment, was the...Recent Insights
Summer Rewind
As we rolled through the unofficial last days of summer, we looked around each morning and saw the yellow school buses pick up the neighborhood kids with brand new backpacks and clean sneakers. I can remember being anxious about heading back to school. What class would I be in, what was my teacher like, ……
It’s the most wonderful time of the year!
No, I don’t mean the winter holidays – I’m talking about the start of football season, which has finally arrived! We have patiently waited over six months for tomorrow to mercifully bring the first game of the NFL season. The game that gathers families together (with beer and wings, or another favorite gameday food) in…
Who Left The Lights On? Handling Shared Vacation Homes
We’re reaching the end of summer, and we’ve heard quite a few stories about family vacation properties. There’s a lot of emotion tied up in the topic. Families go for a good time. They go for gathering. And as this world has gotten so global, this may be the one or two times a year…
What We Really Mean When We Ask, “How Am I Doing?”
By: Alex Weiss CFP® | President & Wealth Manager When someone asks their financial advisor, “How am I doing?” They usually mean, “How’s my portfolio doing?” I understand why that’s the case. Financial advisors have put much effort into being known as the investment people. Unfortunately, it also means a disproportionate amount of their conversations…
Enjoying The Slow Moments
From Jenn Kovalski Hello All! It has been a while since I have connected with some of you. I am back from my second maternity leave and working with my favorite team on a part-time basis planning our 9th Annual Jimmy Fund Golf Tournament. My second daughter, Brooke Evelyn Elstermeyer, was born on 11/7/2023. Brooke…
Westside Pickler
A few weeks ago, at the family dinner table, my father-in-law dubbed me ‘Ilocano,’ which is the Tagalog (language spoken in the Philippines) word for ‘frugal’. He claims it’s a term of endearment, though Google searches beg to differ. This stemmed from a conversation about my love and constant search for great deals of any…