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Untucked Episode 105

On this episode, we discuss investing “laws” that should be kept in mind when making investment decisions. We also encourage more due diligence from investors when considering any investment product. The Coach’s Corner segment can be listened to here or you can hear the full episode here. [00:00:00] All right, you want to get in […]
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Untucked Episode 104 – Elections and your Portfolio

On this Coach’s Corner segment, the team discusses investing during an election year. You can listen to the segment here or the full episode here. Ep 104 elections Meghan Tait: [00:00:00] So today we’re going to talk about, um, politics in your portfolio. Specifically, uh, we’ll discuss an article from Kelly Cox. Um, these days with meeting with our […]
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Untucked Episode 103

This Coach’s Corner segment covers rebalancing. What is it, how do you do it, and what reservations investors typically have when it’s suggested. You can listen to the segment here or the entire Untucked episode here. Meghan Tait: [00:00:00] All right, we want to get into coach’s corner. Yeah, let’s do it. Um, so today […]
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top plays

Q3 2022

Quote of the Quarter: “The key to fulfillment is allocation, not accumulation.  What matters is not about how much time or money you have. What matters is what you do with it.” Something from our team: What’s your legacy?  This fall, we’re prepared to discuss “Legacy Plans” with our clients.  Of course we review administrative items like beneficiary […]
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Q2 2022

by Kevin Janiec CFP®, MBA “Focus more on your current trajectory than your current results.” – James Clear Positive Team News Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall Owen’s son, […]
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Q1 2022

Quote: “There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.”  – Carl Richards, author of The Behavior Gap  Book As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, […]
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