Happy & Prosperous

For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…

There’s a famous saying in Tibet: If a problem can be solved, there is no use worrying about it. If it can’t be solved, worrying will do no good. The same can be said of investing.

It’s often thought the vacation home, unlimited free time or travel in retirement will satisfy our heart’s desire. The momentary satisfaction we feel, however, often doesn’t translate into lasting happiness. We get used to the good life, and that happiness is too often short lived.  

Reaching this rare industry milestone would not be possible without the trust and confidence of our clients. They have rewarded us with their loyalty and referrals, which we believe is the ultimate validation of the work we do.

You’ve likely received plenty of advice on how to save and invest for retirement. Most retirees, however, receive far too little education and training about how to rebalance their greatest assets: their time, energy and talents.