The ultimate guide to navigate your finances as a newlywed couple.

Starting a business can be a daunting task, especially for someone who has never done it before. There are numerous steps involved, from registering your company and creating an LLC to setting up a bank account, getting bookkeeping services, building a website, creating a business plan, thinking about revenue models, and creating a pitch deck to acquire new business. It can be easy to get overwhelmed and feel like you don't know where to start. But fear not, with the help of software starting your own business can be a lot easier than you might think.

I attended a lunch hosted by one of the largest private real estate portfolios in the world. There were 30 other advisors responsible for billions of dollars in the room. I took down some notes.

Is now the right time to buy a home? See some of the biggest factors you should consider when purchasing your new house.

Arynton Hardy Finalist for RIA Intel’s Rising Stars Award

Looking to get started on your own personal financial journey but aren’t sure where to begin? Here are the first 3 steps you should take once you are ready to get serious about your finances…

Many people focus too much on saving itself. Often the goal is simply: to save. The question inevitably becomes: when is it enough? Money is meant to be spent and once you’ve done the work, happiness should follow. When we determine what’s actually important for us and makes us happy, we can tie that to a financial goal. This is why it is important to take the time to get clear about why you save, and what you plan to use those savings for. Once you have some value-based goals, you won’t only be more motivated to save, you will be much more intentional with your saving as well.

We have all looked up the net worth of our favorite athlete or celebrity, but have we spent the time calculating our own? Your net worth is a great indicator of your overall financial health, so it is worth spending some time doing the math at least once a year.

If something happened to you, would your family know where to find all their vital information? If not, it's time to finally organize your financial life. Putting in the time now to get organized and prepared will make life easier on you and your family down the road.

Here are all of the books, podcast, and media that we shared in our bi-weekly newsletter in 2021,

We are excited to announce that we are partnering up with Trust & Will to offer affordable, convenient, and secure estate planning for our clients. Here is a little about the company.

On April 23rd Zymergen became a public company through an IPO at $31/share. The stock shot up to $52/ share, but then plunged almost 84% to $7.85. What happened? Who is Zymergen? And what can we learn from this extreme volatility?

Have you ever been motivated to start a new routine, only to lose motivation a few weeks in?  

The secret to sticking to any new routine is to make it as easy as possible to do the activity. When it comes to financial routines, the best way to do this is with automation.  

Liam is a new member of our team, read this bio to learn more!

As of July 2021, there are over 9.3 million unemployed Americans actively looking for work. However, in the US, we are seeing record highs of job openings, 9.2 million to be exact. So why aren’t these positions being filled? Why aren’t people going back to work?