Decision Making a Four Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …
To Dance with Debt
The Joker, in Tim Burton’s Batman movie loved asking, “Have you ever danced with the devil in the pale moonlight?” What does that mean and why did he say it? “I ask that of all my prey. I just like the sound of it.” Alright, I’ll admit that’s a really cool response. But today I ask you, have you ever …
State of the Markets with Mike Sorrentino, CFA®
The Economic Landscape for 2022 Mark your calendars for Wednesday, December 7th as we are excited to bring back our Chief Investment Officer, Mike Sorrentino for an in-person State of the Markets event. 2022 has been a little unsteady, so it will be a great opportunity to hear directly from Mike his thoughts on what we saw and his outlook …
Alzheimer’s Association’s Walk to End Alzheimer’s™
With Elevated Retirement Group The team at ERG recently took part in the Alzheimer’s Association’s Walk to End Alzheimer’s™ and to say it was a success would be an understatement. We weren’t sure what to expect by asking our amazing clients to either donate to our team or join us for the walk itself, but the outpouring of support that …
Client Appreciation Golf Outing
One of the events that our team missed out on the most during the pandemic was our annual Client Appreciation Golf Outing. We had such a great time interacting with our clients outside of the office where we were able let our competitive juices flow. With life getting back to a bit of normalcy, we were excited to get back …
Insurance Isn’t For The ‘Average’
There’s so much discussion of insurance these days, with politicians on both sides engaged in battle over what’s best for the ‘average American.’ Of course, the result of this debate is often gridlock, the result of competing worldviews. Most people can agree, however, that the system we’re in has significant flaws, with no easy answers to fix them. What’s fascinating …
Inheritance: Is Education The Modern-Era Farm?
As the cost of college rises, and careers become more high-tech, there’s a growing sense among many families with young children that the very thing their kids will need – college – is the very thing that’s becoming unattainable. There are horror stories about the debt loads that college graduates are carrying as they take their first steps into adult …
How To Steer A Hot Air Balloon
How does a balloon rise? Hot air. How does a balloon fall? Cooler air. But how does one steer a hot air balloon? The short answer is wind, but like most things, it’s not as simple as that. After all, wind will certainly cause a balloon to move but does the pilot have any control over where the balloon ends …
Back to the Basics: Financial Decision Making a Four-Year-Old Would Approve Of
I fear that we’re all victims. All too often, we’re victim to forces that surround us that are pushing us to act in ways that appear to be rational but lack something critical: a clear purpose. In the busy-ness of daily life, we act on instinct and sometimes in haste. I do it and I suspect you do too. It’s …
Briefcase Study: The One Word Retirement Plan
Working in the retirement planning realm for so long has given me the opportunity to talk with hundreds, perhaps thousands, of people about what they hope to experience during retirement. Discussions of money, time, and purpose lead to so many interesting insights about what a life well-lived might look like. A simple question like, “What would you like retirement to …
