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 when the markets get rocky.  ...
Spark Joy

Spark Joy

What brings you joy?  We have all had a long time to ponder this question in the last year and I think it is one that is worthy of our collective pondering.  I’m not necessarily talking about what you missed the most in this last year, which is a great question and...