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Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of
Founded in 1977, our practice has guided generations of clients through countless economic storms. In this article, Traci talks about her advising style and why it’s so important to balance financial goals with the pursuit of
Playing games is fun, but not when it comes to your life savings. Timing the market is when you try to
predict ups and downs to move in and out of investments. The problem is,
Elections dominate the news and stir up a lot of emotions. And that’s never been more true than the 2020 election.
Want to make office decorating fun? Get your clients involved! That’s exactly what we did at the Meakem Group when we moved upstairs.
Investing in the stock market can seem like a roller coaster ride. There are lots of highs and lows. And that can be emotional when your money is at stake.
When you’re looking at CCRCs (continuing care retirement communities) there are so many questions to ask. The financial piece of the puzzle might feel daunting, but it doesn’t have to be. As you narrow down the
Just because you’re retired, doesn’t mean you’re happy.
It’s hard not to react when you watch the value of your investments fluctuate. Especially when those ups and downs get more dramatic. In recent months, you may have experienced two emotions: Fear or Greed. Maybe
There’s nothing like an economic crisis to inspire you to reevaluate how you’re spending money. Don’t waste this crisis. If you make some choices now, you can position yourself to come out financially stronger
One of the biggest changes you’ll make in retirement is leaving your home for a retirement community. There’s so much that goes into a move like that emotionally and it can be hard to make a