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6 Tips to Create a Healthier Relationship With Money

Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …

Marketing Slogans

By Mike Gertsema, Senior Wealth Advisor I see all the same marketing and advertising that you see from investment firms saying how they “offer something different” compared to other investment firms. Their slogans have been well-researched and sound great, but they’re missing a very importa …

Invest in Your Greatest Asset

By Scott Keegan, Chief Operating Officer & Associate Wealth Advisor The New Year is often a time for many people to set goals and try to adapt new habits or kick old ones. I saw a stat recently that I assumed but never knew for sure, 80% of people give up on their New Year’s …

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