Tag Archives | advisor

I is for Should I Stay or Should I go now?

We all desire relationships that grow succeed and make us happy. We long for comfort, understanding, support and companionship from another. Most of us believe love is the greatest gift we can give, and the greatest gift we can receive. Then why do so many of us end up in failed relationships and divorce? Do […]

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H is for How Helpful is Your Smart Phone?

    Over the past ten years smart phones have rapidly changed from a simple communication device to an incredibly valuable tool for everyday life. Think about the power we now have at our fingertips; the ability to look up any information we please, to get in contact with whomever we want at the touch […]

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G is for Going from Giddy to Glum

Congratulations! You got your college degree; this is something to be giddy about. After all you spent four years or more of your life working hard to achieve this goal. You should be happy and proud! So don’t let the fact that a year later, you haven’t already found the perfect career make you glum. […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

F is for Favor Fiduciary Advisors

Long has been the debate over uniform fiduciary rule in the investment world.  Should Broker/Dealers and Registered Investment advisors continue to have different standards of care when providing personalize investment advice to clients? Or should fiduciary standards be implemented to all regardless of whether the provider is a registered investment advisor, a broker/dealer, or another […]

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E is for Ethical Investing – a socially responsible approach to investing.

  In a world filled with ongoing social and enviornmental challenges it makes sense that today’s investors want more than monetary gains on their investments.  Many are choosing to invest in Socially Responsible Invesing (SRI), where money investments reflect  personal, political and societal views. This concept has been around for a long time but over […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

D is for Divorce Disaster or Divine Intervention – Divorce is not a bad word.

  “When one door closes, another opens; but we often look so long and so regretfully upon the closed door that we do not see the one which has opened for us.” ~ Alexander Graham Bell   Divorce happens and it happens a lot! So why does modern culture continue to see divorce as a […]

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C is for Choose to Challenge your Comfort Zone

“Dare to learn, to be different, to set your goals, to move out of your comfort zone, to be persistent.” ~ Unknown Your comfort zone is a space that provides you with a feeling of safety. It’s where you seek patterns of the familiar and try your best to exclude anything uncomfortable. Staying in your […]

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Remember Our Veterans

  Memorial Day is a day to pay our respects to Americans who have fallen serving in American Wars. Offering your respect can be done in many ways and here are just a few to consider:   Fly your American flag at half-staff from Sunrise until Noon. After Noon, the flag is raised up to […]

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A is for Anxiety and Audits

There are many types of Audits and each of them tends to generate fear and anxiety in the individual or company being audited, even when careful practice has been implemented. Why the anxiety? One reason may be our perfectionism leading us to believe mistakes are something to be avoided at all cost. Let’s talk about […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.

Z is for Is Zigzagging between career and family

The transformation of women’s lives over the last century has been filled with great changes and challenges. Today’s women have become extremely valuable in the workplace and have worked hard to get the respect and pay they deserve. Yet, many find themselves Zigzagging through life trying to obtain the perfect balance of career and family. […]

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, AL, CA, CT, FL, GA, IA, MA,MT, NY, NJ, SC, VA, & LA.