The Power of Simplicity

Many times, people hear about new and exciting strategies and think these new strategies are their ticket to financial success. However, many times taking simple steps can lead to just as much success and be much more sustainable in the long term.

Economic Outlook 2021: We Are Off to See the Wizard.

I’ve been reading a lot of Economic Outlooks lately, experts looking into their “crystal balls” and forecasting the economy for 2021.  Some look great, some not so much… but certainly no shortage of predictions.

As a financial services professional, people ask me a lot what I think is going to happen next year.  So I submit to you my Economic Outlook for 2021:

Waze of the World

I think about Waze a lot when working with families and business owners.  We help them map out the ways (no pun intended) to financial security.  Over the years, we reinforce that they are on the right track, even when they know where they are going and how to get there.  Along the way, we identify potential delays, and we plan for and navigate around them.