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Can Money Buy Happiness?

This Holiday Season, families will reunite and celebrate various holidays and traditions. This time of year is often filled with joyous emotion as many view their families, friends, and others closest to them as their main source of happiness. Many of those same people have also said, “Money can’t buy happiness!”

…But can it?

Here We Grow Again!

Good News!

We are rapidly growing and in need of an experienced Relationship Manager. 

Should you be interested or know someone who is, please click/share the link below for a full job description. 

iThrive Ideas™ (Gifting Low Basis Stock)

Cutting The Financial Cord

A common question we ask in our planning conversations is “Who depends upon you for financial support?” More commonly the answer is not just elderly parents but adult children as well.  Years ago parents were likely to feel responsible to help their children get through high school and possibly a college education.  This financial support was in addition to the student wor

A Strategy for the Next Market Pullback

Now we have your attention! After going to numerous conferences this year and witnessing this Bull Market approach 9 years, we are starting to hear more about what we should do when the market pulls back.

An Investor’s BFF’s: Diversification, Patience, and Consistency

Fall is here. The air is crisp, the leaves are raked (until next week) and the bulbs are planted…flowering bulbs of varying size and color….arranged so there is continuous color from early spring to the late fall. The bulbs will shine bright if the soil conditions are right and the weather cooperates. And of course if the squirrels don’t dig them up and have a winter feast.

iThrive Ideas™ (Hiring A Financial Advisor)

UPDATED: A Muster (Lifeboat) Drill for your Financial Future

When we wrote this blog almost 10 months ago to the day, the Dow Jones Industrial Average (The Dow) just surpassed the 20,000 mark – as it stands today, the Dow is up about 15.8% to 23,163.

The message remains the same – and always will.

Originally Published on January 27, 2017

iThrive Ideas™ (Fall Financial Tips)

Columbus Day

This year Columbus Day will be celebrated this Monday, October 9th.  The holiday commemorates Christopher Columbus’s arrival to the new world in October of 1492.  Columbus Day was first celebrated in 1792 on the 300th anniversary of Columbus’s landing, and became a National Holiday in 1937. 

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