Latest Posts

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

by Corey Franco on Feb 20, 2024

Investments, Finance, Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1

That sounds simple.

Yet it doesn’t happen as much as it should in the real world.1, 2

That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it.2

Instead, we could be letting some tricky biases get in our way.2

Investors & the Markets: What to Watch Out for in an Election Year

by Corey Franco on Jan 20, 2024

Investments, Finance, Lifestyle, Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

by Corey Franco on Aug 20, 2023

Investments, Finance, Lifestyle, Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn't just help connect the dots; they can help you reveal additional possibilities you hadn’t even considered! Let's explore why.