Loose Change
Loose Change
Talking about your finances can seem overwhelming, confusing, and even boring. The good news? We get it. We know you are unique, and we believe you deserve a different approach to thinking about and managing your financial life. If you are going through a life transition or want to better understand your financial journey, our CERTIFIED FINANCIAL PLANNER™s are here to help clarify the path and bring you peace of mind.
featured posts
The Rest of the Story, part 2
Back in July of 2020, we wrote a blog about the narrowness of the nascent market recovery from the...
One Size Fits All Does Not Fit All
Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks. But how...
A Tale of Two Markets
We just got back from a quick trip to the beach. Melanie had wanted to take her good friends to...
So Tired…
This weekend, the Yakel family had an odd weekend free. It has been forever since we have had a...
The “R” Word
The dreaded “R” word is frequenting headlines and the minds of investors as the uncertainty of a...
Paying the Tab
My daughter Melanie and I spent the weekend in Charlottesville, soaking in the atmosphere of the...
Are the best investors dead?
A 2014 Fidelity study of the best performing 401K accounts came to an interesting conclusion…the...
The Space Between
This week is one of the odd calendar anomalies where days seem blend into each other... This week,...