Archives for December 2024

Financial Advisory Services in 2025: A Guide for Mere Mortals

December 30, 2024

Ah, the world of financial advisors (we are them, so we can say it) – where terms like “asset allocation” and “tax-loss harvesting” are thrown around like confetti at a New Year’s party. If you’re…
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Beyond the Numbers: A Financial Advisor’s Honest Take on What Really Matters in 2025

December 25, 2024

As I sit here in my office, surrounded by year-end portfolio statements and tax planning documents (metaphorically, of course—we are a digital-only office…duh), I’m reflecting on what truly matters in financial planning. After twenty years…
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Archives for December 2024

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