Virtual Conferences

Virtual Conferences

Our broker dealer partner, LPL Financial, has offered an annual conference for continuing education, networking opportunities and a gathering of up to 8,000 financial advisors for years.  Last year the conference was virtual, and I really enjoyed it.  This year it was...

Croquet Anyone?

Croquet Anyone?

If you are a client and have read our latest newsletter then you have read about my new passion, mowing the lawn with a zero-turn riding mower.  This past weekend, I decided to turn my passion into something more productive by mowing a 50-foot by 50-foot patch in the...

Insurance

Insurance

Recently I had a conversation with a realtor friend who had a deal fall through for a parcel of land because the buyer found out the construction costs have gone up so high that it rendered the deal untenable.  We have all heard stories of lumber prices jumping,...

I Don’t Mind If I Do…

I Don’t Mind If I Do…

There is something deeply relaxing about laying in a hammock.  In fact, more people around the globe are discovering this ancient tool for relaxation.  I heard recently that hammock sales are some of the briskest ever.  I looked it up for this blog and found a...

Now What?

Now What?

This is a time of year when we to celebrate our high school and college graduates.  It is an exciting, sometimes thrilling time for our young people as they step out on the edge of the nest, test their wings and leap into their future.  And that is almost exactly how...

When the Proud are Humbled

When the Proud are Humbled

In our last quarterly newsletter for our clients, the theme was “Healthy Living”, and my contribution was all of the things we can do to help our immune system, in addition to the preventive measures we can take to avoid contracting Covid.  Within 24-48 hours of that...

The First Meeting

The First Meeting

  Meeting with a financial advisor for the first time can feel intimidating. In this video Brian gives you an idea of what you can expect during a first meeting with Intentional Wealth Advisors....

What do YOU want?

What do YOU want?

All I want is a new paddle for my stand-up paddle board and a new bike.  Is that too much to ask for?  Apparently, it is. Last summer, a friend loaned me his very nice carbon fiber paddle to try out while I was paddling on my board.  Previously, I would have told you...

Market Volatility

Market Volatility

  Market volatility is scary. We get it. The last thing you want to do is lose a large portion of your nest-egg when you're in the retirement red-zone. In this video I'll share with you 5 tips for...

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